+34.0%
EQIX vs XPO
+257.8%
-223.8%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.0% | -0.8% | -1.6% |
| 7D | -1.6% | -1.3% | -0.3% | -1.4% |
| 30D | -0.4% | -10.4% | +10.0% | +1.8% |
| 3M | -0.9% | -15.7% | +14.8% | +2.2% |
| 6M | +8.1% | -6.3% | +14.5% | +8.7% |
| YTD | +35.7% | +34.2% | +1.5% | +25.2% |
| 1Y | +34.0% | +39.9% | -6.0% | +21.8% |
| 3Y | +41.4% | +155.2% | -113.8% | +6.4% |
| 5Y | +34.0% | +264.7% | -230.7% | -17.3% |
| All | +34.0% | +257.8% | -223.8% | -17.3% |
Cumulative growth
Daily Returns
Daily percentage return beside XPO.
Daily Out/Under-Performance
Portfolio return minus XPO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XPO 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 XPO 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