+91.4%
ORCL vs EQIX
+32.2%
+59.2%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.5% | +3.5% | +3.3% |
| 7D | +5.3% | -0.8% | +6.1% | +5.7% |
| 30D | +10.0% | -1.4% | +11.4% | +10.6% |
| 3M | -32.6% | -4.4% | -28.2% | -31.5% |
| 6M | +4.9% | +7.9% | -3.0% | +1.5% |
| YTD | -17.8% | +37.3% | -55.0% | -28.3% |
| 1Y | -28.0% | +37.8% | -65.8% | -37.6% |
| 3Y | +36.0% | +42.0% | -6.0% | +17.0% |
| All | +91.4% | +32.2% | +59.2% | +55.7% |
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