+1,309.1%
EQIX vs COPX
+179.8%
+1,129.4%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | COPX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -7.0% | +5.1% | -0.2% |
| 7D | -1.6% | -2.9% | +1.3% | -1.0% |
| 30D | -0.4% | 0.0% | -0.4% | -0.5% |
| 3M | -0.9% | +14.8% | -15.7% | -4.8% |
| 6M | +8.1% | +7.0% | +1.1% | +4.8% |
| YTD | +35.7% | +23.8% | +11.8% | +25.7% |
| 1Y | +34.0% | +75.7% | -41.7% | +13.2% |
| 3Y | +41.4% | +156.4% | -115.0% | +5.8% |
| 5Y | +34.0% | +167.6% | -133.6% | -3.2% |
| 10Y | +242.4% | +569.1% | -326.8% | +73.6% |
| All | +1,309.1% | +179.8% | +1,129.4% | +863.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling