+737.1%
CVS vs EQIX
+248.6%
+488.4%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.5% | -1.2% | -0.7% |
| 7D | -1.6% | +1.3% | -2.9% | -1.7% |
| 30D | +0.4% | +0.3% | 0.0% | +0.4% |
| 3M | -0.4% | -1.6% | +1.1% | -0.4% |
| 6M | +25.1% | +12.2% | +13.0% | +24.2% |
| YTD | +23.9% | +38.0% | -14.1% | +21.3% |
| 1Y | +41.1% | +38.9% | +2.1% | +38.0% |
| 3Y | +63.6% | +43.8% | +19.8% | +59.0% |
| 5Y | +31.5% | +30.4% | +1.2% | +28.0% |
| 10Y | +40.5% | +238.6% | -198.1% | +29.1% |
| All | +737.1% | +248.6% | +488.4% | +552.6% |
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