+404.9%
CORZ vs EQH
+68.4%
+336.5%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +1.0% | -5.0% | -4.7% |
| 7D | -3.0% | -1.8% | -1.2% | -1.8% |
| 30D | -12.1% | +2.4% | -14.5% | -13.8% |
| 3M | -32.4% | +26.3% | -58.7% | -44.1% |
| 6M | +12.4% | +35.8% | -23.5% | -13.7% |
| YTD | +19.3% | +12.7% | +6.6% | +6.8% |
| 1Y | +8.6% | +2.5% | +6.2% | +4.3% |
| All | +404.9% | +68.4% | +336.5% | +236.6% |
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