+5,866.9%
CAT vs EQIX
+259.2%
+5,607.7%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.4% | +0.2% | +0.6% |
| 7D | +9.3% | +7.6% | +1.8% | +8.5% |
| 30D | -21.5% | +5.2% | -26.7% | -21.9% |
| 3M | -29.1% | +0.8% | -29.9% | -29.1% |
| 6M | -33.4% | +0.2% | -33.6% | -33.4% |
| YTD | +6.6% | +42.2% | -35.6% | +2.7% |
| 1Y | +6.5% | +34.7% | -28.2% | +3.2% |
| 3Y | +162.7% | +49.0% | +113.7% | +151.0% |
| 5Y | +214.2% | +52.8% | +161.4% | +197.6% |
| 10Y | +705.2% | +300.4% | +404.9% | +589.4% |
| All | +5,866.9% | +259.2% | +5,607.7% | +4,052.4% |
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 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