+241.5%
EQIX vs CPB
+92.2%
+149.3%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.2% | +0.8% | -0.1% |
| 7D | +3.5% | +2.9% | +0.6% | +2.6% |
| 30D | +2.3% | +17.6% | -15.3% | -2.9% |
| 3M | +1.1% | +2.0% | -0.9% | -0.3% |
| 6M | -1.1% | +11.6% | -12.7% | -6.0% |
| YTD | +39.1% | -13.8% | +52.9% | +42.6% |
| 1Y | +29.5% | -21.6% | +51.1% | +36.7% |
| 3Y | +45.8% | -35.8% | +81.6% | +60.7% |
| 5Y | +48.4% | -33.3% | +81.7% | +57.9% |
| 10Y | +285.1% | -39.4% | +324.5% | +306.2% |
| All | +241.5% | +92.2% | +149.3% | +125.6% |
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 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