+168.2%
PCAR vs EQIX
+30.6%
+137.6%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.5% | -2.3% | -1.9% |
| 7D | 0.0% | +1.3% | -1.3% | -0.3% |
| 30D | -7.7% | +0.3% | -8.1% | -7.9% |
| 3M | +3.7% | -1.6% | +5.3% | +3.9% |
| 6M | +2.3% | +12.2% | -9.9% | -0.5% |
| YTD | +12.8% | +38.0% | -25.2% | +4.0% |
| 1Y | +27.8% | +38.9% | -11.2% | +17.5% |
| 3Y | +61.8% | +43.8% | +18.0% | +45.1% |
| 5Y | +168.2% | +30.4% | +137.8% | +118.6% |
| All | +168.2% | +30.6% | +137.6% | +118.6% |
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