+78.8%
CNQ vs EQH
+100.2%
-21.4%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.4% | -2.0% | -0.8% |
| 7D | +0.1% | +0.7% | -0.6% | 0.0% |
| 30D | +6.2% | +2.8% | +3.4% | +5.6% |
| 3M | +12.4% | +23.1% | -10.7% | +7.7% |
| 6M | +9.0% | +41.4% | -32.4% | +0.9% |
| YTD | +52.2% | +14.3% | +38.0% | +48.5% |
| 1Y | +65.0% | +1.6% | +63.4% | +66.6% |
| 3Y | +78.8% | +102.7% | -23.9% | +48.7% |
| All | +78.8% | +100.2% | -21.4% | +48.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling