+242.8%
EQIX vs CPB
+93.8%
+149.0%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +3.2% | -4.9% | -2.7% |
| 7D | +4.1% | -1.6% | +5.6% | +4.5% |
| 30D | +5.8% | +19.2% | -13.4% | -0.1% |
| 3M | -1.4% | -0.9% | -0.5% | -1.9% |
| 6M | -1.2% | +15.2% | -16.5% | -7.1% |
| YTD | +39.6% | -13.1% | +52.7% | +42.7% |
| 1Y | +36.8% | -22.4% | +59.3% | +45.0% |
| 3Y | +47.3% | -35.3% | +82.6% | +61.9% |
| 5Y | +50.1% | -33.0% | +83.1% | +59.4% |
| 10Y | +293.3% | -39.2% | +332.4% | +314.4% |
| All | +242.8% | +93.8% | +149.0% | +125.8% |
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