+34.8%
EQIX vs CRL
-37.6%
+72.5%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CRL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.9% | +1.0% | +0.3% |
| 7D | +2.3% | -4.6% | +6.9% | +3.2% |
| 30D | +0.4% | +0.5% | 0.0% | +0.3% |
| 3M | -1.1% | +46.6% | -47.7% | -8.6% |
| 6M | +11.5% | +57.3% | -45.8% | +0.7% |
| YTD | +38.2% | +39.5% | -1.3% | +27.6% |
| 1Y | +36.7% | +76.9% | -40.2% | +18.8% |
| 3Y | +44.1% | +39.4% | +4.7% | +26.1% |
| 5Y | +34.8% | -37.2% | +72.0% | +42.5% |
| All | +34.8% | -37.6% | +72.5% | +42.5% |
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