+1,166.8%
OXY vs EQIX
+249.3%
+917.5%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.2% | +0.9% | +1.1% |
| 7D | +0.6% | +2.3% | -1.7% | +0.4% |
| 30D | +4.5% | +0.4% | +4.1% | +4.4% |
| 3M | +8.9% | -1.1% | +10.0% | +8.9% |
| 6M | +12.5% | +11.5% | +1.0% | +11.1% |
| YTD | +50.5% | +38.2% | +12.3% | +45.3% |
| 1Y | +38.6% | +36.7% | +1.9% | +33.9% |
| 3Y | -1.2% | +44.1% | -45.3% | -5.5% |
| 5Y | +161.6% | +34.8% | +126.8% | +150.3% |
| 10Y | +5.3% | +248.8% | -243.5% | -8.0% |
| All | +1,166.8% | +249.3% | +917.5% | +856.2% |
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