+45.9%
EQIX vs CCJ
+159.0%
-113.1%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.5% | -0.3% | -1.5% |
| 7D | +4.1% | -0.8% | +4.9% | +4.2% |
| 30D | +5.8% | -13.2% | +19.0% | +8.0% |
| 3M | -1.4% | -27.6% | +26.2% | +3.2% |
| 6M | -1.2% | -38.7% | +37.5% | +5.4% |
| YTD | +39.6% | -22.7% | +62.3% | +42.8% |
| 1Y | +36.8% | -17.6% | +54.4% | +38.4% |
| 3Y | +47.3% | +62.7% | -15.4% | +26.7% |
| All | +45.9% | +159.0% | -113.1% | +10.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling