+285.1%
EQIX vs CPB
-38.9%
+324.0%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +3.1% | -4.9% | -2.3% |
| 7D | +4.1% | -1.6% | +5.6% | +4.3% |
| 30D | +5.8% | +19.2% | -13.4% | +2.3% |
| 3M | -1.4% | -1.0% | -0.4% | -1.6% |
| 6M | -1.2% | +15.2% | -16.4% | -4.8% |
| YTD | +39.6% | -13.1% | +52.7% | +42.2% |
| 1Y | +36.8% | -22.4% | +59.3% | +42.9% |
| 3Y | +47.3% | -35.3% | +82.6% | +57.7% |
| 5Y | +50.1% | -33.0% | +83.1% | +56.6% |
| All | +285.1% | -38.9% | +324.0% | +289.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CPB.
Daily Out/Under-Performance
Portfolio return minus CPB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPB 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 CPB 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