+41.3%
CL vs EQIX
+47.3%
-6.0%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +4.1% | -2.7% | +0.9% |
| 7D | +0.5% | +6.1% | -5.6% | -0.2% |
| 30D | +11.6% | +2.8% | +8.8% | +11.1% |
| 3M | +5.6% | +1.6% | +4.0% | +5.2% |
| 6M | +13.2% | -0.7% | +13.8% | +12.9% |
| YTD | +26.9% | +39.7% | -12.8% | +20.1% |
| 1Y | +27.3% | +30.6% | -3.3% | +21.8% |
| 3Y | +39.7% | +48.4% | -8.7% | +28.9% |
| 5Y | +41.3% | +46.0% | -4.7% | +29.2% |
| All | +41.3% | +47.3% | -6.0% | +29.2% |
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 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