-72.4%
USO vs EQIX
+2,316.9%
-2,389.3%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +0.2% | +2.5% | +2.7% |
| 7D | +6.2% | +2.3% | +3.9% | +5.8% |
| 30D | +19.1% | +0.4% | +18.7% | +18.9% |
| 3M | +14.2% | -1.1% | +15.3% | +14.1% |
| 6M | +43.7% | +11.5% | +32.3% | +40.1% |
| YTD | +116.8% | +38.2% | +78.6% | +101.9% |
| 1Y | +104.3% | +36.7% | +67.7% | +90.5% |
| 3Y | +91.5% | +44.1% | +47.5% | +73.8% |
| 5Y | +214.1% | +34.8% | +179.2% | +183.3% |
| 10Y | +77.0% | +248.8% | -171.8% | +23.5% |
| All | -72.4% | +2,316.9% | -2,389.3% | -89.2% |
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