+57.3%
CL vs EQIX
+240.6%
-183.3%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.2% | -0.6% | -0.5% |
| 7D | -2.3% | +2.3% | -4.6% | -2.8% |
| 30D | -5.5% | +0.4% | -5.9% | -5.7% |
| 3M | +0.8% | -1.1% | +1.9% | +0.8% |
| 6M | -4.2% | +11.5% | -15.7% | -7.2% |
| YTD | +13.4% | +38.2% | -24.8% | +3.7% |
| 1Y | +7.1% | +36.7% | -29.6% | -2.0% |
| 3Y | +29.0% | +44.1% | -15.1% | +13.8% |
| 5Y | +28.3% | +34.8% | -6.5% | +13.4% |
| 10Y | +57.3% | +248.8% | -191.5% | +1.0% |
| All | +57.3% | +240.6% | -183.3% | +1.0% |
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