+73.0%
LMT vs EQIX
+34.9%
+38.2%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.4% | -2.5% | -1.3% |
| 7D | -0.2% | +0.2% | -0.4% | -0.2% |
| 30D | -13.1% | -2.5% | -10.6% | -12.8% |
| 3M | -3.9% | 0.0% | -3.8% | -4.0% |
| 6M | -18.3% | +7.6% | -25.9% | -19.1% |
| YTD | +10.3% | +37.5% | -27.2% | +6.0% |
| 1Y | +14.2% | +32.9% | -18.7% | +10.1% |
| 3Y | +35.0% | +42.8% | -7.8% | +28.0% |
| All | +73.0% | +34.9% | +38.2% | +54.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling