+147.9%
OXY vs EQH
+102.2%
+45.7%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.4% | -0.9% | +0.1% |
| 7D | +2.8% | +0.7% | +2.1% | +2.6% |
| 30D | +5.5% | +2.8% | +2.6% | +4.3% |
| 3M | +11.3% | +23.1% | -11.8% | +3.4% |
| 6M | +11.6% | +41.4% | -29.8% | -2.5% |
| YTD | +51.6% | +14.3% | +37.3% | +42.8% |
| 1Y | +36.2% | +1.6% | +34.6% | +34.2% |
| 3Y | +1.7% | +102.7% | -101.0% | -27.7% |
| All | +147.9% | +102.2% | +45.7% | +49.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling