+141.5%
SLB vs EQIX
+246.9%
-105.4%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.5% | +0.6% | +0.2% |
| 7D | +0.8% | -0.8% | +1.6% | +0.9% |
| 30D | +15.8% | -1.4% | +17.3% | +16.0% |
| 3M | -0.3% | -4.4% | +4.1% | +0.1% |
| 6M | +21.3% | +7.9% | +13.4% | +20.4% |
| YTD | +52.3% | +37.3% | +15.0% | +47.4% |
| 1Y | +63.6% | +37.8% | +25.8% | +58.1% |
| 3Y | +3.8% | +42.0% | -38.2% | -0.5% |
| 5Y | +128.6% | +29.6% | +99.0% | +119.6% |
| 10Y | -3.1% | +238.3% | -241.4% | -16.2% |
| All | +141.5% | +246.9% | -105.4% | +72.5% |
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