+3,784.1%
COST vs EQIX
+249.3%
+3,534.8%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.2% | -1.0% | -0.8% |
| 7D | -2.8% | +2.3% | -5.1% | -3.0% |
| 30D | -5.3% | +0.4% | -5.7% | -5.3% |
| 3M | -6.7% | -1.1% | -5.6% | -6.7% |
| 6M | -9.9% | +11.5% | -21.4% | -11.0% |
| YTD | +5.1% | +38.2% | -33.1% | +1.9% |
| 1Y | -7.3% | +36.7% | -44.0% | -10.1% |
| 3Y | +70.4% | +44.1% | +26.3% | +64.0% |
| 5Y | +104.4% | +34.8% | +69.6% | +97.0% |
| 10Y | +609.0% | +248.8% | +360.2% | +533.1% |
| All | +3,784.1% | +249.3% | +3,534.8% | +2,793.1% |
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