-10.3%
OXY vs EQH
+234.7%
-245.0%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.4% | -0.9% | -0.4% |
| 7D | +2.8% | +0.7% | +2.1% | +2.3% |
| 30D | +5.5% | +2.8% | +2.6% | +3.1% |
| 3M | +11.3% | +23.1% | -11.8% | -4.4% |
| 6M | +11.6% | +41.4% | -29.8% | -15.0% |
| YTD | +51.6% | +14.3% | +37.3% | +31.5% |
| 1Y | +36.2% | +1.6% | +34.6% | +27.1% |
| 3Y | +1.7% | +102.7% | -101.0% | -47.7% |
| 5Y | +164.5% | +104.5% | +59.9% | +23.6% |
| All | -10.3% | +234.7% | -245.0% | -67.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling