-28.0%
ORCL vs EQIX
+38.4%
-66.3%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.5% | +3.5% | +3.2% |
| 7D | +5.3% | -0.8% | +6.1% | +5.5% |
| 30D | +10.0% | -1.4% | +11.4% | +10.3% |
| 3M | -32.6% | -4.4% | -28.2% | -32.2% |
| 6M | +4.9% | +7.9% | -3.0% | +2.9% |
| YTD | -17.8% | +37.3% | -55.0% | -22.8% |
| 1Y | -28.0% | +37.8% | -65.8% | -31.1% |
| All | -28.0% | +38.4% | -66.3% | -31.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling