-35.9%
AAL vs EQIX
+31.3%
-67.2%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.2% | +0.1% | +0.2% |
| 7D | -1.3% | +2.3% | -3.6% | -2.4% |
| 30D | -13.7% | +0.4% | -14.2% | -14.1% |
| 3M | -8.2% | -1.1% | -7.0% | -8.0% |
| 6M | +13.1% | +11.5% | +1.6% | +7.0% |
| YTD | -15.6% | +38.2% | -53.8% | -28.5% |
| 1Y | +1.4% | +36.7% | -35.3% | -13.7% |
| 3Y | -7.4% | +44.1% | -51.5% | -24.8% |
| 5Y | -35.9% | +34.8% | -70.8% | -52.4% |
| All | -35.9% | +31.3% | -67.2% | -52.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EQIX.
Daily Out/Under-Performance
Portfolio return minus EQIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQIX 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 EQIX 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