+564.1%
AMZN vs EIX
+19.9%
+544.2%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -3.2% | +1.4% | -1.3% |
| 7D | -1.0% | +4.1% | -5.1% | -1.7% |
| 30D | -9.2% | -15.3% | +6.1% | -7.5% |
| 3M | +3.4% | -18.4% | +21.8% | +5.6% |
| 6M | +18.2% | -16.8% | +35.1% | +20.2% |
| YTD | +9.3% | -0.6% | +9.9% | +7.2% |
| 1Y | +5.9% | +10.7% | -4.7% | +1.4% |
| 3Y | +82.6% | -4.5% | +87.1% | +76.6% |
| 5Y | +44.9% | +24.0% | +20.8% | +32.7% |
| 10Y | +564.1% | +22.9% | +541.2% | +474.7% |
| All | +564.1% | +19.9% | +544.2% | +474.7% |
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