+52.2%
EQIX vs CRL
-12.5%
+64.7%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CRL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.9% | +2.6% | +1.9% |
| 7D | +1.3% | +5.0% | -3.7% | +0.4% |
| 30D | +3.4% | +13.5% | -10.1% | +0.7% |
| 3M | +3.9% | +21.5% | -17.6% | -0.2% |
| 6M | -0.7% | +103.4% | -104.1% | -14.4% |
| YTD | +41.5% | +71.8% | -30.3% | +25.2% |
| 1Y | +32.9% | +97.5% | -64.6% | +13.6% |
| 3Y | +48.3% | +99.2% | -50.9% | +17.7% |
| All | +52.2% | -12.5% | +64.7% | +59.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CRL.
Daily Out/Under-Performance
Portfolio return minus CRL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CRL 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 CRL 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