+44.0%
XLP vs EQIX
+50.1%
-6.0%
-16.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -1.8% | +3.2% | +1.7% |
| 7D | +2.5% | +4.1% | -1.5% | +1.8% |
| 30D | +7.3% | +5.8% | +1.5% | +6.2% |
| 3M | +8.1% | -1.4% | +9.5% | +8.1% |
| 6M | +10.5% | -1.2% | +11.7% | +10.3% |
| YTD | +21.2% | +39.6% | -18.5% | +12.6% |
| 1Y | +22.7% | +36.8% | -14.1% | +14.5% |
| 3Y | +44.8% | +47.3% | -2.5% | +30.8% |
| All | +44.0% | +50.1% | -6.0% | +27.0% |
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