+163.4%
XOP vs EQIX
+33.7%
+129.6%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.8% | +2.1% | +0.6% |
| 7D | +1.6% | -1.6% | +3.3% | +2.0% |
| 30D | +9.6% | -0.4% | +9.9% | +9.6% |
| 3M | +16.9% | -0.9% | +17.9% | +16.8% |
| 6M | +24.0% | +8.1% | +15.9% | +21.0% |
| YTD | +56.2% | +35.7% | +20.5% | +42.8% |
| 1Y | +51.8% | +34.0% | +17.8% | +39.1% |
| 3Y | +37.0% | +41.4% | -4.5% | +22.0% |
| 5Y | +163.4% | +34.0% | +129.4% | +124.2% |
| All | +163.4% | +33.7% | +129.6% | +124.2% |
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