+42.8%
XLP vs EQIX
+47.3%
-4.5%
-16.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +4.1% | -3.2% | +0.2% |
| 7D | +0.1% | +6.1% | -6.1% | -1.0% |
| 30D | +8.9% | +2.8% | +6.2% | +8.3% |
| 3M | +7.5% | +1.6% | +5.9% | +6.9% |
| 6M | +9.4% | -0.7% | +10.1% | +9.1% |
| YTD | +19.3% | +39.7% | -20.5% | +10.9% |
| 1Y | +21.7% | +30.6% | -8.9% | +14.7% |
| 3Y | +44.0% | +48.4% | -4.5% | +29.9% |
| 5Y | +42.8% | +46.0% | -3.2% | +25.8% |
| All | +42.8% | +47.3% | -4.5% | +25.8% |
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