+15.4%
CORZ vs EQH
+3.9%
+11.5%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +1.4% | +1.9% | +2.8% |
| 7D | +0.3% | +0.7% | -0.4% | 0.0% |
| 30D | -14.0% | +2.8% | -16.9% | -15.0% |
| 3M | -34.1% | +23.1% | -57.2% | -39.6% |
| 6M | +8.5% | +41.4% | -32.9% | -7.2% |
| YTD | +23.2% | +14.3% | +9.0% | +12.7% |
| 1Y | +15.4% | +1.6% | +13.8% | +2.4% |
| All | +15.4% | +3.9% | +11.5% | +2.4% |
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