+1.7%
OXY vs EQH
+100.2%
-98.5%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.4% | -0.9% | +0.2% |
| 7D | +2.8% | +0.7% | +2.1% | +2.7% |
| 30D | +5.5% | +2.8% | +2.6% | +4.8% |
| 3M | +11.3% | +23.1% | -11.8% | +6.2% |
| 6M | +11.6% | +41.4% | -29.8% | +2.1% |
| YTD | +51.6% | +14.3% | +37.3% | +47.4% |
| 1Y | +36.2% | +1.6% | +34.6% | +37.8% |
| 3Y | +1.7% | +102.7% | -101.0% | -14.6% |
| All | +1.7% | +100.2% | -98.5% | -14.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling