+612.2%
FCX vs EQIX
+246.8%
+365.4%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.4% | -1.6% | -0.7% |
| 7D | -2.3% | +0.2% | -2.5% | -2.3% |
| 30D | +2.7% | -2.5% | +5.2% | +3.7% |
| 3M | +7.4% | 0.0% | +7.4% | +7.2% |
| 6M | +16.0% | +7.6% | +8.4% | +12.7% |
| YTD | +40.9% | +37.5% | +3.4% | +23.6% |
| 1Y | +56.4% | +32.9% | +23.5% | +39.1% |
| 3Y | +84.2% | +42.8% | +41.5% | +56.6% |
| 5Y | +114.6% | +35.8% | +78.8% | +81.0% |
| All | +612.2% | +246.8% | +365.4% | +356.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EQIX.
Daily Out/Under-Performance
Portfolio return minus EQIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQIX 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 10y: compounded portfolio wealth divided by compounded EQIX 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…
10y analysis · Full analysis span regression · 6 months rolling