+123.9%
SBUX vs EQIX
+246.8%
-122.9%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.4% | -1.8% | -1.0% |
| 7D | -5.5% | +0.2% | -5.7% | -5.6% |
| 30D | -8.5% | -2.5% | -6.0% | -7.7% |
| 3M | -2.9% | 0.0% | -2.9% | -3.4% |
| 6M | -1.5% | +7.6% | -9.2% | -5.0% |
| YTD | +19.4% | +37.5% | -18.1% | +3.6% |
| 1Y | +22.9% | +32.9% | -10.0% | +7.8% |
| 3Y | +11.3% | +42.8% | -31.5% | -7.4% |
| 5Y | -6.9% | +35.8% | -42.7% | -22.9% |
| All | +123.9% | +246.8% | -122.9% | +33.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling