+173.9%
XLE vs EQIX
+291.6%
-117.7%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.7% | +0.1% | +1.5% |
| 7D | -0.2% | +1.3% | -1.6% | -0.5% |
| 30D | -4.0% | +3.4% | -7.4% | -4.8% |
| 3M | +4.6% | +3.9% | +0.7% | +3.5% |
| 6M | +12.3% | -0.7% | +13.0% | +12.0% |
| YTD | +44.5% | +41.5% | +3.0% | +33.1% |
| 1Y | +42.4% | +32.9% | +9.5% | +32.9% |
| 3Y | +67.0% | +48.3% | +18.7% | +50.0% |
| 5Y | +161.9% | +52.3% | +109.6% | +129.3% |
| 10Y | +173.9% | +298.6% | -124.7% | +84.6% |
| All | +173.9% | +291.6% | -117.7% | +84.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling