+42.2%
EQIX vs LBRT
+6.0%
+36.2%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +5.4% | -3.8% | +1.1% |
| 7D | -0.1% | -29.1% | +29.0% | +2.8% |
| 30D | -1.8% | -38.4% | +36.5% | +2.2% |
| 3M | -3.4% | -40.1% | +36.7% | +0.7% |
| 6M | -6.0% | -62.9% | +56.9% | +1.6% |
| YTD | +34.2% | -34.5% | +68.7% | +37.1% |
| 1Y | +26.2% | -30.2% | +56.5% | +28.0% |
| 3Y | +41.7% | -37.5% | +79.1% | +40.8% |
| All | +42.2% | +6.0% | +36.2% | +43.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling