-65.3%
CSGP vs EQH
+2.5%
-67.8%
-69.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.1% | -1.3% | -2.1% |
| 7D | -4.1% | +5.5% | -9.6% | -5.9% |
| 30D | +2.3% | +3.2% | -0.9% | +1.2% |
| 3M | -8.2% | +32.5% | -40.7% | -17.2% |
| 6M | -35.1% | +33.7% | -68.8% | -42.2% |
| YTD | -54.0% | +13.4% | -67.5% | -55.9% |
| 1Y | -65.3% | +0.6% | -65.9% | -66.0% |
| All | -65.3% | +2.5% | -67.8% | -66.0% |
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