+721.2%
XEL vs EQIX
+249.3%
+471.9%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.2% | -1.1% | -0.9% |
| 7D | +0.9% | +2.3% | -1.4% | +0.7% |
| 30D | -0.9% | +0.4% | -1.3% | -0.9% |
| 3M | -1.4% | -1.1% | -0.3% | -1.4% |
| 6M | -5.8% | +11.5% | -17.3% | -6.6% |
| YTD | +4.7% | +38.2% | -33.5% | +2.2% |
| 1Y | +9.1% | +36.7% | -27.6% | +6.6% |
| 3Y | +47.8% | +44.1% | +3.8% | +43.5% |
| 5Y | +29.0% | +34.8% | -5.8% | +25.3% |
| 10Y | +154.0% | +248.8% | -94.8% | +134.5% |
| All | +721.2% | +249.3% | +471.9% | +585.8% |
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