+15.7%
BABA vs EIX
+33.0%
-17.3%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.1% | -2.6% | -2.5% |
| 7D | +2.4% | +1.0% | +1.4% | +2.2% |
| 30D | -7.8% | +8.9% | -16.6% | -8.9% |
| 3M | -22.4% | -9.8% | -12.6% | -21.6% |
| 6M | -26.0% | -10.2% | -15.8% | -25.5% |
| YTD | -29.3% | +5.9% | -35.2% | -30.6% |
| 1Y | -37.5% | +10.9% | -48.4% | -39.2% |
| 3Y | +31.9% | +10.2% | +21.7% | +27.2% |
| 5Y | -33.4% | +17.0% | -50.5% | -36.6% |
| 10Y | +15.7% | +35.1% | -19.4% | +1.5% |
| All | +15.7% | +33.0% | -17.3% | +1.5% |
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