+41.9%
XLP vs EQIX
+40.5%
+1.4%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.5% | -2.8% | -1.4% |
| 7D | +0.7% | -0.1% | +0.8% | +0.7% |
| 30D | +10.3% | -1.8% | +12.1% | +10.4% |
| 3M | +6.5% | -3.4% | +9.9% | +6.8% |
| 6M | +8.4% | -6.0% | +14.4% | +9.0% |
| YTD | +18.2% | +34.2% | -16.0% | +12.4% |
| 1Y | +22.4% | +26.2% | -3.8% | +17.6% |
| 3Y | +41.9% | +41.7% | +0.2% | +31.3% |
| All | +41.9% | +40.5% | +1.4% | +31.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling