+36.6%
ORLY vs EQIX
+42.6%
-6.0%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.4% | -1.0% | +0.2% |
| 7D | -2.4% | +0.2% | -2.5% | -2.4% |
| 30D | -6.8% | -2.5% | -4.3% | -6.5% |
| 3M | -4.8% | 0.0% | -4.7% | -5.0% |
| 6M | -9.1% | +7.6% | -16.7% | -10.3% |
| YTD | -5.9% | +37.5% | -43.4% | -10.3% |
| 1Y | -20.4% | +32.9% | -53.3% | -23.8% |
| 3Y | +36.6% | +42.8% | -6.2% | +23.3% |
| All | +36.6% | +42.6% | -6.0% | +23.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling