+45.2%
EIX vs ACI
+21.8%
+23.4%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -3.3% | +7.8% | +4.9% |
| 7D | +0.9% | -2.6% | +3.5% | +1.2% |
| 30D | -13.5% | +1.1% | -14.6% | -13.6% |
| 3M | -15.3% | -23.6% | +8.4% | -13.0% |
| 6M | -15.3% | -29.9% | +14.6% | -12.3% |
| YTD | +2.7% | -26.9% | +29.6% | +5.8% |
| 1Y | +17.4% | -34.2% | +51.7% | +22.2% |
| 3Y | -1.3% | -43.6% | +42.3% | +4.1% |
| 5Y | +27.2% | -42.4% | +69.6% | +32.3% |
| All | +45.2% | +21.8% | +23.4% | +47.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI 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 ACI 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