+237.0%
EQIX vs CCJ
+6,854.2%
-6,617.2%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.1% | -0.6% | -0.5% |
| 7D | -0.8% | +0.7% | -1.5% | -1.0% |
| 30D | -1.4% | +6.9% | -8.3% | -3.1% |
| 3M | -4.4% | -11.6% | +7.2% | -2.2% |
| 6M | +7.9% | -16.2% | +24.2% | +10.9% |
| YTD | +37.3% | +10.1% | +27.2% | +31.2% |
| 1Y | +37.8% | +32.3% | +5.5% | +23.9% |
| 3Y | +42.0% | +171.3% | -129.3% | +2.0% |
| 5Y | +29.6% | +372.4% | -342.8% | -23.8% |
| 10Y | +238.3% | +1,070.0% | -831.7% | +31.1% |
| All | +237.0% | +6,854.2% | -6,617.2% | -27.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling