+42.8%
EQIX vs COPX
+149.4%
-106.6%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | COPX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.1% | +1.4% | +1.4% |
| 7D | +0.2% | -2.3% | +2.5% | +0.5% |
| 30D | -2.5% | +0.3% | -2.7% | -2.6% |
| 3M | 0.0% | +6.8% | -6.9% | -1.4% |
| 6M | +7.6% | +7.9% | -0.3% | +5.3% |
| YTD | +37.5% | +23.7% | +13.8% | +30.0% |
| 1Y | +32.9% | +71.5% | -38.6% | +17.2% |
| 3Y | +42.8% | +149.1% | -106.3% | +12.7% |
| All | +42.8% | +149.4% | -106.6% | +12.7% |
Cumulative growth
Daily Returns
Daily percentage return beside COPX.
Daily Out/Under-Performance
Portfolio return minus COPX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COPX 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 3y: compounded portfolio wealth divided by compounded COPX 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…
3y analysis · Full analysis span regression · 6 months rolling