-5.8%
XLC vs EQIX
+29.1%
-34.9%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +3.9% | -0.4% | +3.3% |
| 7D | +1.8% | +4.6% | -2.8% | +1.6% |
| 30D | -6.0% | +3.0% | -9.0% | -6.1% |
| 3M | -6.0% | +0.7% | -6.7% | -6.1% |
| 6M | -9.1% | -1.7% | -7.3% | -9.0% |
| YTD | -10.0% | +39.7% | -49.7% | -12.4% |
| 1Y | -5.8% | +29.7% | -35.5% | -5.2% |
| All | -5.8% | +29.1% | -34.9% | -5.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling