+226.0%
XLE vs EQIX
+33.7%
+192.2%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.8% | +1.3% | -0.3% |
| 7D | +0.5% | -1.6% | +2.1% | +0.7% |
| 30D | +6.6% | -0.4% | +6.9% | +6.6% |
| 3M | +12.3% | -0.9% | +13.2% | +12.3% |
| 6M | +18.4% | +8.1% | +10.3% | +16.6% |
| YTD | +47.2% | +35.7% | +11.6% | +39.3% |
| 1Y | +50.3% | +34.0% | +16.3% | +42.3% |
| 3Y | +55.3% | +41.4% | +13.9% | +44.3% |
| 5Y | +226.0% | +34.0% | +191.9% | +193.5% |
| All | +226.0% | +33.7% | +192.2% | +193.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling