+632.8%
LYB vs EQIX
+1,283.1%
-650.3%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.4% | -2.3% | -1.4% |
| 7D | +0.3% | +0.2% | +0.1% | +0.2% |
| 30D | +2.5% | -2.5% | +4.9% | +3.2% |
| 3M | +1.4% | 0.0% | +1.4% | +0.9% |
| 6M | -3.5% | +7.6% | -11.1% | -6.7% |
| YTD | +52.0% | +37.5% | +14.5% | +34.2% |
| 1Y | +22.1% | +32.9% | -10.9% | +8.7% |
| 3Y | -22.8% | +42.8% | -65.5% | -34.1% |
| 5Y | -3.4% | +35.8% | -39.2% | -18.4% |
| 10Y | +47.4% | +247.0% | -199.6% | -19.1% |
| All | +632.8% | +1,283.1% | -650.3% | +100.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling