+379.9%
CSCO vs EQT
+50.4%
+329.6%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-11 to 2026-09-11.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -1.6% | +6.0% | +4.6% |
| 7D | +2.7% | -2.0% | +4.7% | +2.9% |
| 30D | -9.5% | 0.0% | -9.5% | -9.5% |
| 3M | -7.6% | +5.9% | -13.6% | -8.5% |
| 6M | +44.9% | -14.8% | +59.7% | +47.5% |
| YTD | +47.7% | +1.8% | +45.9% | +46.8% |
| 1Y | +69.1% | +7.4% | +61.7% | +66.6% |
| 3Y | +113.5% | +33.6% | +79.9% | +102.1% |
| 5Y | +122.8% | +199.3% | -76.6% | +85.9% |
| All | +379.9% | +50.4% | +329.6% | +288.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EQT.
Daily Out/Under-Performance
Portfolio return minus EQT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQT 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 2016-09-11 to 2026-09-11: compounded portfolio wealth divided by compounded EQT 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…
2016-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling