+101.3%
CNC vs EQH
+12.7%
+88.6%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -5.7% | +3.3% | -1.2% |
| 7D | +8.1% | -3.1% | +11.2% | +8.9% |
| 30D | +14.8% | -2.9% | +17.7% | +15.6% |
| 3M | +10.7% | +3.1% | +7.6% | +10.3% |
| 6M | +40.0% | +21.8% | +18.2% | +36.9% |
| YTD | +80.2% | +13.3% | +66.9% | +82.1% |
| 1Y | +101.3% | +20.1% | +81.2% | +96.0% |
| All | +101.3% | +12.7% | +88.6% | +96.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EQH.
Daily Out/Under-Performance
Portfolio return minus EQH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQH return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded EQH wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling