+105.1%
CTVA vs EQIX
+34.9%
+70.2%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.4% | -2.1% | -0.9% |
| 7D | -4.5% | +0.2% | -4.7% | -4.5% |
| 30D | +11.3% | -2.5% | +13.8% | +11.7% |
| 3M | +12.3% | 0.0% | +12.4% | +12.1% |
| 6M | +7.2% | +7.6% | -0.5% | +5.5% |
| YTD | +26.0% | +37.5% | -11.5% | +18.3% |
| 1Y | +16.0% | +32.9% | -16.9% | +9.5% |
| 3Y | +73.9% | +42.8% | +31.2% | +60.5% |
| All | +105.1% | +34.9% | +70.2% | +75.3% |
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