+1,231.7%
CVX vs EQIX
+248.6%
+983.0%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.5% | +0.1% | +0.5% |
| 7D | -0.6% | +1.3% | -1.9% | -0.7% |
| 30D | +13.4% | +0.3% | +13.1% | +13.4% |
| 3M | +11.8% | -1.6% | +13.4% | +11.9% |
| 6M | +12.4% | +12.2% | +0.3% | +11.3% |
| YTD | +41.5% | +38.0% | +3.5% | +37.7% |
| 1Y | +41.6% | +38.9% | +2.7% | +37.7% |
| 3Y | +42.2% | +43.8% | -1.6% | +37.3% |
| 5Y | +166.0% | +30.4% | +135.6% | +157.1% |
| 10Y | +207.2% | +238.6% | -31.4% | +175.8% |
| All | +1,231.7% | +248.6% | +983.0% | +909.1% |
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 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