+239.3%
EQIX vs CP
+230.5%
+8.8%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.4% | -0.5% | -1.3% |
| 7D | -1.6% | -2.7% | +1.1% | -0.6% |
| 30D | -0.4% | -3.4% | +3.0% | +0.9% |
| 3M | -0.9% | -0.6% | -0.3% | -1.0% |
| 6M | +8.1% | +6.3% | +1.8% | +5.0% |
| YTD | +35.7% | +21.2% | +14.5% | +24.9% |
| 1Y | +34.0% | +20.0% | +13.9% | +23.6% |
| 3Y | +41.4% | +18.7% | +22.7% | +28.7% |
| 5Y | +34.0% | +34.8% | -0.8% | +14.7% |
| All | +239.3% | +230.5% | +8.8% | +106.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CP.
Daily Out/Under-Performance
Portfolio return minus CP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CP 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 CP 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