+218.9%
CTVA vs EQIX
+135.0%
+83.9%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.8% | +1.5% | +0.2% |
| 7D | -4.7% | -1.6% | -3.0% | -4.3% |
| 30D | +11.1% | -0.4% | +11.4% | +11.0% |
| 3M | +13.7% | -0.9% | +14.6% | +13.7% |
| 6M | +11.2% | +8.1% | +3.1% | +8.5% |
| YTD | +26.9% | +35.7% | -8.8% | +15.8% |
| 1Y | +18.8% | +34.0% | -15.2% | +8.6% |
| 3Y | +75.9% | +41.4% | +34.5% | +55.4% |
| 5Y | +105.2% | +34.0% | +71.2% | +80.9% |
| All | +218.9% | +135.0% | +83.9% | +119.4% |
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