-13.7%
CLF vs EQIX
+43.2%
-56.9%
-74.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-08 to 2026-09-08.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.5% | -2.2% | -1.9% |
| 7D | +6.5% | +1.3% | +5.2% | +5.9% |
| 30D | +0.2% | +0.3% | -0.1% | -0.1% |
| 3M | -3.1% | -1.6% | -1.5% | -2.8% |
| 6M | +25.0% | +12.2% | +12.8% | +20.1% |
| YTD | -7.5% | +38.0% | -45.4% | -19.1% |
| 1Y | +11.5% | +38.9% | -27.4% | -3.1% |
| 3Y | -13.7% | +43.8% | -57.5% | -26.6% |
| All | -13.7% | +43.2% | -56.9% | -26.6% |
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 2023-09-08 to 2026-09-08: 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…
2023-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling