+36.5%
LMT vs EQIX
+40.7%
-4.2%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.8% | +2.9% | +1.3% |
| 7D | -0.5% | -1.6% | +1.1% | -0.3% |
| 30D | -10.8% | -0.4% | -10.4% | -10.7% |
| 3M | +1.6% | -0.9% | +2.5% | +1.6% |
| 6M | -17.6% | +8.1% | -25.7% | -18.4% |
| YTD | +11.6% | +35.7% | -24.1% | +7.5% |
| 1Y | +17.2% | +34.0% | -16.7% | +13.0% |
| All | +36.5% | +40.7% | -4.2% | +33.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling