+46.0%
XOM vs EQH
+2.5%
+43.5%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.1% | -0.6% | -1.8% |
| 7D | +1.8% | +5.5% | -3.7% | +2.4% |
| 30D | +5.9% | +3.2% | +2.6% | +6.3% |
| 3M | +5.6% | +32.5% | -27.0% | +8.8% |
| 6M | +7.9% | +33.7% | -25.9% | +12.0% |
| YTD | +35.2% | +13.4% | +21.7% | +42.4% |
| 1Y | +46.0% | +0.6% | +45.4% | +55.8% |
| All | +46.0% | +2.5% | +43.5% | +55.8% |
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