+213.1%
USO vs EQIX
+34.9%
+178.2%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +1.4% | -3.6% | -2.2% |
| 7D | +9.1% | +0.2% | +8.9% | +9.1% |
| 30D | +21.7% | -2.5% | +24.2% | +21.7% |
| 3M | +20.2% | 0.0% | +20.3% | +20.3% |
| 6M | +43.4% | +7.6% | +35.7% | +43.3% |
| YTD | +124.0% | +37.5% | +86.5% | +121.9% |
| 1Y | +112.2% | +32.9% | +79.3% | +110.5% |
| 3Y | +97.7% | +42.8% | +54.9% | +95.2% |
| All | +213.1% | +34.9% | +178.2% | +213.6% |
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