+39.4%
XOP vs EQIX
+43.4%
-4.0%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.2% | +0.4% | +0.5% |
| 7D | +1.0% | +2.3% | -1.4% | +0.5% |
| 30D | +10.8% | +0.4% | +10.4% | +10.7% |
| 3M | +19.5% | -1.1% | +20.6% | +19.5% |
| 6M | +21.6% | +11.5% | +10.1% | +18.2% |
| YTD | +55.8% | +38.2% | +17.6% | +42.6% |
| 1Y | +54.6% | +36.7% | +18.0% | +41.8% |
| All | +39.4% | +43.4% | -4.0% | +25.1% |
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