+55.0%
CSX vs EQH
+2.6%
+52.4%
-11.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.0% | +0.4% | +1.2% |
| 7D | +0.1% | -1.8% | +1.9% | +0.4% |
| 30D | -1.5% | +2.4% | -4.0% | -2.0% |
| 3M | +6.0% | +26.3% | -20.3% | +0.7% |
| 6M | +20.6% | +35.8% | -15.2% | +12.0% |
| YTD | +36.5% | +12.7% | +23.8% | +32.9% |
| 1Y | +55.0% | +2.5% | +52.5% | +58.1% |
| All | +55.0% | +2.6% | +52.4% | +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