+40.6%
CVX vs EQIX
+35.5%
+5.1%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.4% | -0.7% | +0.7% |
| 7D | +2.6% | +0.2% | +2.4% | +2.6% |
| 30D | +9.8% | -2.5% | +12.3% | +9.7% |
| 3M | +16.2% | 0.0% | +16.3% | +16.5% |
| 6M | +13.6% | +7.6% | +6.0% | +14.5% |
| YTD | +44.4% | +37.5% | +6.9% | +44.7% |
| 1Y | +40.6% | +32.9% | +7.7% | +43.1% |
| All | +40.6% | +35.5% | +5.1% | +43.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling