+55.4%
FCX vs EQIX
+50.1%
+5.3%
-51.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.8% | -0.2% | -1.2% |
| 7D | -0.3% | +4.1% | -4.4% | -2.1% |
| 30D | -14.7% | +5.8% | -20.5% | -16.9% |
| 3M | -11.2% | -1.4% | -9.8% | -10.6% |
| 6M | -11.4% | -1.2% | -10.2% | -10.9% |
| YTD | +17.7% | +39.6% | -21.9% | +0.4% |
| 1Y | +47.5% | +36.8% | +10.6% | +26.9% |
| 3Y | +83.9% | +47.3% | +36.6% | +49.0% |
| All | +55.4% | +50.1% | +5.3% | +18.4% |
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