+273.3%
ORCL vs EQIX
+253.1%
+20.2%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +4.1% | -0.9% | +2.6% |
| 7D | +0.5% | +6.1% | -5.6% | -0.3% |
| 30D | -15.3% | +2.8% | -18.1% | -15.5% |
| 3M | -18.2% | +1.6% | -19.8% | -18.3% |
| 6M | -38.4% | -0.7% | -37.7% | -38.3% |
| YTD | -37.7% | +39.7% | -77.5% | -40.6% |
| 1Y | -49.3% | +30.6% | -79.9% | -51.2% |
| 3Y | +10.6% | +48.4% | -37.8% | +4.5% |
| 5Y | +35.5% | +46.0% | -10.5% | +27.6% |
| 10Y | +251.6% | +267.7% | -16.1% | +192.7% |
| All | +273.3% | +253.1% | +20.2% | +117.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling