+1,508.8%
CHRW vs EQIX
+246.9%
+1,261.9%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.5% | +1.5% | +1.1% |
| 7D | -1.4% | -0.8% | -0.6% | -1.3% |
| 30D | -3.5% | -1.4% | -2.0% | -3.3% |
| 3M | -19.4% | -4.4% | -15.0% | -19.2% |
| 6M | -21.4% | +7.9% | -29.3% | -22.0% |
| YTD | -7.1% | +37.3% | -44.4% | -10.1% |
| 1Y | +17.8% | +37.8% | -20.0% | +14.0% |
| 3Y | +78.8% | +42.0% | +36.8% | +71.8% |
| 5Y | +83.5% | +29.6% | +53.9% | +76.8% |
| 10Y | +160.2% | +238.3% | -78.1% | +129.7% |
| All | +1,508.8% | +246.9% | +1,261.9% | +1,066.7% |
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