+320.1%
CNQ vs EQH
+234.7%
+85.4%
-78.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.4% | -2.0% | -1.3% |
| 7D | +0.1% | +0.7% | -0.6% | -0.3% |
| 30D | +6.2% | +2.8% | +3.4% | +4.2% |
| 3M | +12.4% | +23.1% | -10.7% | -0.8% |
| 6M | +9.0% | +41.4% | -32.4% | -12.5% |
| YTD | +52.2% | +14.3% | +38.0% | +36.2% |
| 1Y | +65.0% | +1.6% | +63.4% | +56.6% |
| 3Y | +78.8% | +102.7% | -23.9% | +4.3% |
| 5Y | +286.0% | +104.5% | +181.4% | +111.7% |
| All | +320.1% | +234.7% | +85.4% | +67.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling