+30.4%
EQIX vs CPB
-38.5%
+68.9%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.8% | -1.3% | +0.4% |
| 7D | +1.3% | -8.2% | +9.5% | +2.0% |
| 30D | +0.3% | -5.6% | +5.9% | +0.7% |
| 3M | -1.6% | +3.0% | -4.5% | -2.3% |
| 6M | +12.2% | -12.7% | +24.9% | +13.6% |
| YTD | +38.0% | -18.0% | +56.0% | +40.7% |
| 1Y | +38.9% | -31.7% | +70.7% | +45.4% |
| 3Y | +43.8% | -41.0% | +84.8% | +52.0% |
| 5Y | +30.4% | -38.4% | +68.8% | +33.5% |
| All | +30.4% | -38.5% | +68.9% | +33.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling