+269.5%
EQX vs CRBG
+117.3%
+152.2%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CRBG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.4% | +0.2% | +1.4% |
| 7D | -3.2% | +0.6% | -3.8% | -3.3% |
| 30D | +7.8% | +2.6% | +5.1% | +7.1% |
| 3M | +21.3% | +24.0% | -2.7% | +16.3% |
| 6M | -22.4% | +50.5% | -72.9% | -28.3% |
| YTD | -11.3% | +17.1% | -28.4% | -14.8% |
| 1Y | +13.5% | +5.9% | +7.6% | +10.8% |
| 3Y | +162.1% | +122.7% | +39.4% | +110.8% |
| All | +269.5% | +117.3% | +152.2% | +238.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CRBG.
Daily Out/Under-Performance
Portfolio return minus CRBG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CRBG 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 10y: compounded portfolio wealth divided by compounded CRBG 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…
10y analysis · Full analysis span regression · 6 months rolling