+84.9%
CL vs EQIX
+266.7%
-181.9%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.6% | +0.3% |
| 7D | +2.6% | +3.5% | -0.9% | +1.7% |
| 30D | +11.8% | +2.3% | +9.4% | +10.9% |
| 3M | +5.9% | +1.1% | +4.8% | +5.2% |
| 6M | +13.3% | -1.1% | +14.4% | +12.9% |
| YTD | +27.1% | +39.1% | -12.0% | +15.8% |
| 1Y | +28.0% | +29.5% | -1.5% | +18.7% |
| 3Y | +39.4% | +45.8% | -6.4% | +22.5% |
| 5Y | +40.8% | +48.4% | -7.7% | +20.4% |
| 10Y | +84.9% | +285.1% | -200.2% | +21.4% |
| All | +84.9% | +266.7% | -181.9% | +21.4% |
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 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