+76.1%
CME vs EQIX
+31.3%
+44.8%
-31.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.2% | -1.0% | -0.8% |
| 7D | -0.6% | +2.3% | -3.0% | -1.0% |
| 30D | +4.7% | +0.4% | +4.2% | +4.6% |
| 3M | +7.8% | -1.1% | +8.9% | +7.8% |
| 6M | -11.0% | +11.5% | -22.4% | -12.6% |
| YTD | +4.0% | +38.2% | -34.2% | -1.5% |
| 1Y | +9.1% | +36.7% | -27.6% | +3.4% |
| 3Y | +52.3% | +44.1% | +8.2% | +40.0% |
| 5Y | +76.1% | +34.8% | +41.3% | +56.8% |
| All | +76.1% | +31.3% | +44.8% | +56.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling