+136,554.2%
AAPL vs EIX
+1,170.2%
+135,384.0%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.5% | +2.5% | +2.1% |
| 7D | +1.8% | -2.5% | +4.3% | +2.3% |
| 30D | +4.3% | +7.7% | -3.4% | +2.8% |
| 3M | +16.6% | -12.9% | +29.5% | +18.6% |
| 6M | +21.6% | -12.7% | +34.3% | +23.6% |
| YTD | +31.2% | +5.5% | +25.7% | +28.1% |
| 1Y | +29.6% | +9.4% | +20.2% | +25.5% |
| 3Y | +93.1% | +9.7% | +83.4% | +84.5% |
| 5Y | +146.2% | +16.9% | +129.3% | +131.7% |
| 10Y | +1,326.9% | +34.3% | +1,292.6% | +1,172.2% |
| All | +136,554.2% | +1,170.2% | +135,384.0% | +74,604.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling