-54.9%
CSGP vs EQH
+26.5%
-81.4%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.2% | -3.1% | -3.0% |
| 7D | -3.2% | +0.5% | -3.7% | -3.4% |
| 30D | +2.2% | +4.9% | -2.7% | +0.3% |
| 3M | -3.7% | +5.4% | -9.1% | -5.6% |
| 6M | -7.4% | +32.1% | -39.6% | -17.2% |
| YTD | -54.9% | +19.0% | -73.8% | -56.6% |
| 1Y | -54.9% | +27.8% | -82.7% | -58.1% |
| All | -54.9% | +26.5% | -81.4% | -58.1% |
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