+301.6%
CHTR vs EQIX
+1,176.3%
-874.7%
-85.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -1.8% | +6.8% | +5.5% |
| 7D | -7.1% | -1.6% | -5.5% | -6.7% |
| 30D | -10.9% | -0.4% | -10.5% | -11.0% |
| 3M | +2.0% | -0.9% | +2.9% | +1.6% |
| 6M | -35.9% | +8.1% | -44.0% | -37.9% |
| YTD | -32.7% | +35.7% | -68.3% | -39.5% |
| 1Y | -46.6% | +34.0% | -80.5% | -51.9% |
| 3Y | -66.7% | +41.4% | -108.1% | -71.1% |
| 5Y | -82.1% | +34.0% | -116.1% | -84.5% |
| 10Y | -46.8% | +242.4% | -289.1% | -65.3% |
| All | +301.6% | +1,176.3% | -874.7% | +80.0% |
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