+42.3%
EQIX vs LBRT
+21.3%
+21.0%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.5% | -1.9% | -0.6% |
| 7D | -0.8% | +8.7% | -9.5% | -1.5% |
| 30D | -1.4% | +6.6% | -8.1% | -2.1% |
| 3M | -4.4% | -34.5% | +30.0% | -1.2% |
| 6M | +7.9% | -24.5% | +32.4% | +9.8% |
| YTD | +37.3% | +12.7% | +24.6% | +33.7% |
| 1Y | +37.8% | +94.8% | -57.1% | +25.1% |
| All | +42.3% | +21.3% | +21.0% | +31.3% |
Cumulative growth
Daily Returns
Daily percentage return beside LBRT.
Daily Out/Under-Performance
Portfolio return minus LBRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LBRT 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 3y: compounded portfolio wealth divided by compounded LBRT 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…
3y analysis · Full analysis span regression · 6 months rolling