+115.0%
FCX vs EQIX
+33.7%
+81.3%
-51.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.6% | -1.8% | -4.7% | -5.7% |
| 7D | -1.9% | -1.6% | -0.2% | -1.1% |
| 30D | +3.4% | -0.4% | +3.8% | +3.5% |
| 3M | +15.0% | -0.9% | +15.9% | +15.2% |
| 6M | +14.6% | +8.1% | +6.5% | +10.7% |
| YTD | +41.2% | +35.7% | +5.5% | +22.2% |
| 1Y | +60.4% | +34.0% | +26.4% | +39.6% |
| 3Y | +88.4% | +41.4% | +47.0% | +55.9% |
| 5Y | +115.0% | +34.0% | +81.0% | +69.5% |
| All | +115.0% | +33.7% | +81.3% | +69.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling