+1,157.1%
CAT vs EQIX
+240.6%
+916.5%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.2% | -1.0% | -0.9% |
| 7D | +2.9% | +2.3% | +0.6% | +2.3% |
| 30D | -2.6% | +0.4% | -3.1% | -2.8% |
| 3M | -10.7% | -1.1% | -9.6% | -10.4% |
| 6M | +16.1% | +11.5% | +4.7% | +12.8% |
| YTD | +43.2% | +38.2% | +5.0% | +30.9% |
| 1Y | +96.8% | +36.7% | +60.2% | +80.2% |
| 3Y | +201.4% | +44.1% | +157.3% | +169.0% |
| 5Y | +332.7% | +34.8% | +297.8% | +285.1% |
| 10Y | +1,157.1% | +248.8% | +908.3% | +766.9% |
| All | +1,157.1% | +240.6% | +916.5% | +766.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling