+288.9%
CMCSA vs EQIX
+248.6%
+40.2%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.5% | -1.1% | -0.7% |
| 7D | +0.1% | +1.3% | -1.2% | 0.0% |
| 30D | +3.8% | +0.3% | +3.5% | +3.7% |
| 3M | +12.3% | -1.6% | +13.9% | +12.3% |
| 6M | -15.4% | +12.2% | -27.6% | -16.5% |
| YTD | -2.5% | +38.0% | -40.5% | -5.8% |
| 1Y | -13.4% | +38.9% | -52.3% | -16.5% |
| 3Y | -30.4% | +43.8% | -74.2% | -33.4% |
| 5Y | -45.0% | +30.4% | -75.4% | -47.3% |
| 10Y | +10.2% | +238.6% | -228.4% | -3.8% |
| All | +288.9% | +248.6% | +40.2% | +168.8% |
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