+237.0%
EQIX vs CPB
+79.7%
+157.3%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.4% | +2.9% | +0.6% |
| 7D | -0.8% | -8.6% | +7.8% | +1.8% |
| 30D | -1.4% | -7.2% | +5.8% | +0.5% |
| 3M | -4.4% | +0.9% | -5.3% | -5.7% |
| 6M | +7.9% | -11.8% | +19.8% | +10.7% |
| YTD | +37.3% | -19.4% | +56.7% | +44.3% |
| 1Y | +37.8% | -30.4% | +68.2% | +51.5% |
| 3Y | +42.0% | -40.2% | +82.1% | +60.5% |
| 5Y | +29.6% | -39.5% | +69.1% | +43.0% |
| 10Y | +238.3% | -47.4% | +285.7% | +278.1% |
| All | +237.0% | +79.7% | +157.3% | +128.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling