+2,502.5%
LITE vs EQIX
+234.9%
+2,267.6%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | +0.5% | +10.5% | +10.8% |
| 7D | +12.6% | +1.3% | +11.3% | +11.8% |
| 30D | +9.9% | +0.3% | +9.6% | +10.2% |
| 3M | +9.3% | -1.6% | +10.8% | +10.6% |
| 6M | +75.2% | +12.2% | +63.0% | +66.6% |
| YTD | +165.5% | +38.0% | +127.5% | +127.4% |
| 1Y | +555.0% | +38.9% | +516.1% | +457.5% |
| 3Y | +1,870.5% | +43.8% | +1,826.6% | +1,553.1% |
| 5Y | +1,009.8% | +30.4% | +979.5% | +848.6% |
| 10Y | +2,502.5% | +238.6% | +2,263.9% | +1,340.8% |
| All | +2,502.5% | +234.9% | +2,267.6% | +1,340.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling