+82.5%
XOP vs EQIX
+2,675.1%
-2,592.6%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.5% | -0.4% | -0.7% |
| 7D | +2.6% | -0.8% | +3.4% | +2.9% |
| 30D | +15.4% | -1.4% | +16.9% | +15.9% |
| 3M | +12.1% | -4.4% | +16.5% | +13.4% |
| 6M | +19.7% | +7.9% | +11.7% | +14.8% |
| YTD | +52.4% | +37.3% | +15.1% | +31.6% |
| 1Y | +47.6% | +37.8% | +9.8% | +26.9% |
| 3Y | +34.4% | +42.0% | -7.6% | +11.3% |
| 5Y | +154.4% | +29.6% | +124.8% | +111.9% |
| 10Y | +54.7% | +238.3% | -183.6% | -23.3% |
| All | +82.5% | +2,675.1% | -2,592.6% | -72.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling