+109.6%
SLB vs EQIX
+251.6%
-142.0%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.4% | -0.5% | -0.9% |
| 7D | -4.3% | +3.5% | -7.8% | -4.6% |
| 30D | +1.9% | +2.3% | -0.4% | +1.7% |
| 3M | -5.7% | +1.1% | -6.8% | -5.9% |
| 6M | -5.3% | -1.1% | -4.2% | -5.3% |
| YTD | +32.2% | +39.1% | -7.0% | +27.7% |
| 1Y | +38.5% | +29.5% | +9.0% | +34.7% |
| 3Y | +1.1% | +45.8% | -44.7% | -3.2% |
| 5Y | +70.3% | +48.4% | +21.8% | +61.4% |
| 10Y | -17.3% | +285.1% | -302.3% | -29.3% |
| All | +109.6% | +251.6% | -142.0% | +49.4% |
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