+620.3%
AMZN vs EIX
+34.4%
+586.0%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.5% | -1.3% | -1.7% |
| 7D | +0.1% | -2.5% | +2.6% | +0.5% |
| 30D | +2.6% | +7.7% | -5.1% | +1.4% |
| 3M | -2.2% | -12.9% | +10.6% | -0.8% |
| 6M | -1.0% | -12.7% | +11.6% | -0.2% |
| YTD | +15.3% | +5.5% | +9.9% | +12.0% |
| 1Y | +6.9% | +9.4% | -2.5% | +3.0% |
| 3Y | +85.4% | +9.7% | +75.7% | +74.7% |
| 5Y | +53.3% | +16.9% | +36.4% | +42.1% |
| 10Y | +620.3% | +34.3% | +586.1% | +522.8% |
| All | +620.3% | +34.4% | +586.0% | +522.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling