+991.0%
CAH vs EQIX
+249.3%
+741.7%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.2% | -0.4% | -0.2% |
| 7D | -2.2% | +2.3% | -4.6% | -2.4% |
| 30D | +1.2% | +0.4% | +0.7% | +1.1% |
| 3M | +13.1% | -1.1% | +14.2% | +13.1% |
| 6M | +8.5% | +11.5% | -3.0% | +7.6% |
| YTD | +17.6% | +38.2% | -20.6% | +14.8% |
| 1Y | +60.7% | +36.7% | +24.0% | +56.9% |
| 3Y | +183.2% | +44.1% | +139.1% | +174.6% |
| 5Y | +402.2% | +34.8% | +367.4% | +386.8% |
| 10Y | +302.3% | +248.8% | +53.5% | +267.2% |
| All | +991.0% | +249.3% | +741.7% | +774.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling