+28.1%
CL vs EQIX
+30.6%
-2.5%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.5% | -0.9% | -0.5% |
| 7D | -1.4% | +1.3% | -2.7% | -1.5% |
| 30D | -5.2% | +0.3% | -5.6% | -5.3% |
| 3M | +3.3% | -1.6% | +4.9% | +3.4% |
| 6M | -4.4% | +12.2% | -16.6% | -6.2% |
| YTD | +13.9% | +38.0% | -24.1% | +8.1% |
| 1Y | +7.6% | +38.9% | -31.3% | +2.0% |
| 3Y | +29.6% | +43.8% | -14.2% | +20.3% |
| 5Y | +28.1% | +30.4% | -2.3% | +19.0% |
| All | +28.1% | +30.6% | -2.5% | +19.0% |
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 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