+109.0%
AAPL vs EIX
+28.1%
+80.9%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +4.5% | -5.7% | -2.3% |
| 7D | -2.7% | +0.9% | -3.6% | -3.1% |
| 30D | +1.0% | -13.5% | +14.5% | +3.4% |
| 3M | +5.0% | -15.3% | +20.2% | +8.1% |
| 6M | +23.0% | -15.3% | +38.4% | +26.6% |
| YTD | +16.6% | +2.7% | +13.9% | +12.7% |
| 1Y | +33.4% | +17.4% | +16.0% | +23.1% |
| 3Y | +79.9% | -1.3% | +81.2% | +69.1% |
| 5Y | +109.0% | +27.2% | +81.8% | +76.0% |
| All | +109.0% | +28.1% | +80.9% | +76.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EIX.
Daily Out/Under-Performance
Portfolio return minus EIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EIX 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 EIX 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