+55.0%
XOP vs EQIX
+246.8%
-191.8%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.4% | -1.2% | -0.2% |
| 7D | +2.6% | +0.2% | +2.5% | +2.6% |
| 30D | +9.6% | -2.5% | +12.1% | +10.2% |
| 3M | +20.4% | 0.0% | +20.4% | +20.0% |
| 6M | +19.9% | +7.6% | +12.3% | +17.0% |
| YTD | +56.4% | +37.5% | +18.9% | +42.6% |
| 1Y | +52.4% | +32.9% | +19.5% | +40.1% |
| 3Y | +39.9% | +42.8% | -2.9% | +24.4% |
| 5Y | +163.7% | +35.8% | +127.9% | +132.4% |
| All | +55.0% | +246.8% | -191.8% | +1.8% |
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 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