+285.1%
EQIX vs CCJ
+765.4%
-480.3%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.5% | -0.3% | -1.6% |
| 7D | +4.1% | -0.8% | +4.9% | +4.1% |
| 30D | +5.8% | -13.2% | +19.0% | +7.5% |
| 3M | -1.4% | -27.6% | +26.2% | +2.1% |
| 6M | -1.2% | -38.7% | +37.5% | +3.8% |
| YTD | +39.6% | -22.7% | +62.3% | +42.3% |
| 1Y | +36.8% | -17.6% | +54.4% | +38.3% |
| 3Y | +47.3% | +62.7% | -15.4% | +34.3% |
| 5Y | +50.1% | +159.7% | -109.6% | +27.6% |
| All | +285.1% | +765.4% | -480.3% | +198.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CCJ.
Daily Out/Under-Performance
Portfolio return minus CCJ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CCJ 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 10y: compounded portfolio wealth divided by compounded CCJ 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…
10y analysis · Full analysis span regression · 6 months rolling