+102.1%
USO vs EQIX
+40.7%
+61.4%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | -1.8% | +7.5% | +5.5% |
| 7D | +11.5% | -1.6% | +13.1% | +11.4% |
| 30D | +24.1% | -0.4% | +24.5% | +24.1% |
| 3M | +17.9% | -0.9% | +18.9% | +18.0% |
| 6M | +49.6% | +8.1% | +41.5% | +49.8% |
| YTD | +129.0% | +35.7% | +93.3% | +127.2% |
| 1Y | +112.0% | +34.0% | +78.0% | +110.5% |
| All | +102.1% | +40.7% | +61.4% | +102.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling