-31.6%
CRCL vs EQH
+18.6%
-50.2%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.6% | -0.4% | +0.2% |
| 7D | -6.8% | +2.8% | -9.6% | -8.3% |
| 30D | -8.6% | +3.9% | -12.5% | -10.6% |
| 3M | +20.3% | +16.3% | +4.0% | +9.2% |
| 6M | -36.3% | +37.1% | -73.4% | -48.1% |
| YTD | -4.0% | +20.2% | -24.2% | -15.7% |
| 1Y | -31.6% | +17.9% | -49.5% | -39.8% |
| All | -31.6% | +18.6% | -50.2% | -39.8% |
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