+227.1%
RCL vs EQIX
+31.3%
+195.9%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.2% | -2.0% | -1.9% |
| 7D | -2.2% | +2.3% | -4.5% | -3.5% |
| 30D | -15.7% | +0.4% | -16.1% | -16.1% |
| 3M | -8.0% | -1.1% | -6.9% | -8.0% |
| 6M | -10.1% | +11.5% | -21.6% | -16.1% |
| YTD | -5.9% | +38.2% | -44.1% | -22.7% |
| 1Y | -23.5% | +36.7% | -60.2% | -36.7% |
| 3Y | +174.4% | +44.1% | +130.3% | +113.0% |
| 5Y | +227.1% | +34.8% | +192.3% | +127.6% |
| All | +227.1% | +31.3% | +195.9% | +127.6% |
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