+267.7%
ORCL vs EQIX
+251.6%
+16.1%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.4% | -1.1% | -1.4% |
| 7D | -6.5% | +3.5% | -10.0% | -7.0% |
| 30D | -16.6% | +2.3% | -18.9% | -16.8% |
| 3M | -21.6% | +1.1% | -22.7% | -21.6% |
| 6M | -39.4% | -1.1% | -38.3% | -39.2% |
| YTD | -38.7% | +39.1% | -77.8% | -41.5% |
| 1Y | -50.4% | +29.5% | -79.9% | -52.1% |
| 3Y | +8.1% | +45.8% | -37.7% | +2.4% |
| 5Y | +34.5% | +48.4% | -13.9% | +26.5% |
| 10Y | +246.0% | +285.1% | -39.0% | +186.5% |
| All | +267.7% | +251.6% | +16.1% | +114.3% |
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