+1,757.2%
RCL vs EQIX
+252.9%
+1,504.4%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.8% | +2.2% | +0.7% |
| 7D | -1.2% | +4.1% | -5.2% | -1.9% |
| 30D | +17.8% | +5.8% | +12.0% | +16.7% |
| 3M | +4.9% | -1.4% | +6.3% | +5.2% |
| 6M | +23.7% | -1.2% | +25.0% | +23.8% |
| YTD | +17.8% | +39.6% | -21.8% | +10.8% |
| 1Y | +28.9% | +36.8% | -7.9% | +21.6% |
| 3Y | +241.9% | +47.3% | +194.6% | +217.5% |
| 5Y | +295.4% | +50.1% | +245.3% | +266.8% |
| 10Y | +344.1% | +293.3% | +50.8% | +247.3% |
| All | +1,757.2% | +252.9% | +1,504.4% | +1,014.5% |
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