+5,662.7%
CAT vs EQIX
+251.6%
+5,411.2%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.4% | -2.0% | -2.3% |
| 7D | -6.3% | +3.5% | -9.8% | -6.6% |
| 30D | -26.8% | +2.3% | -29.1% | -27.0% |
| 3M | -30.0% | +1.1% | -31.2% | -30.1% |
| 6M | -34.6% | -1.1% | -33.5% | -34.5% |
| YTD | +2.9% | +39.1% | -36.2% | -0.6% |
| 1Y | +3.3% | +29.5% | -26.2% | +0.5% |
| 3Y | +153.7% | +45.8% | +107.9% | +143.0% |
| 5Y | +207.3% | +48.4% | +158.8% | +192.0% |
| 10Y | +674.0% | +285.1% | +389.0% | +565.2% |
| All | +5,662.7% | +251.6% | +5,411.2% | +3,919.6% |
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