+242.8%
EQIX vs STZ
+2,872.2%
-2,629.4%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | STZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.7% | -2.5% | -2.0% |
| 7D | +4.1% | +2.6% | +1.5% | +3.3% |
| 30D | +5.8% | +15.2% | -9.4% | +1.2% |
| 3M | -1.4% | +7.6% | -9.0% | -4.1% |
| 6M | -1.2% | +5.3% | -6.5% | -3.7% |
| YTD | +39.6% | +8.6% | +31.0% | +33.7% |
| 1Y | +36.8% | +15.6% | +21.3% | +28.3% |
| 3Y | +47.3% | -35.2% | +82.4% | +62.1% |
| 5Y | +50.1% | -29.1% | +79.2% | +60.3% |
| 10Y | +293.3% | +12.9% | +280.3% | +248.0% |
| All | +242.8% | +2,872.2% | -2,629.4% | +39.9% |
Cumulative growth
Daily Returns
Daily percentage return beside STZ.
Daily Out/Under-Performance
Portfolio return minus STZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STZ 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 STZ 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