+132.8%
CSCO vs EQIX
+252.9%
-120.0%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -1.8% | -4.5% | -6.0% |
| 7D | +1.9% | +4.1% | -2.1% | +1.3% |
| 30D | -15.8% | +5.8% | -21.7% | -16.5% |
| 3M | -15.4% | -1.4% | -14.0% | -15.2% |
| 6M | -5.4% | -1.2% | -4.2% | -5.2% |
| YTD | +26.5% | +39.6% | -13.2% | +19.8% |
| 1Y | +25.9% | +36.8% | -11.0% | +19.6% |
| 3Y | +97.5% | +47.3% | +50.3% | +84.4% |
| 5Y | +93.0% | +50.1% | +42.9% | +78.5% |
| 10Y | +308.6% | +293.3% | +15.3% | +227.4% |
| All | +132.8% | +252.9% | -120.0% | +35.8% |
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