+1,057.1%
EIX vs AZO
+42,832.5%
-41,775.4%
-72.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -1.1% | +5.6% | +4.7% |
| 7D | +0.9% | -0.5% | +1.4% | +1.0% |
| 30D | -13.5% | -5.6% | -7.9% | -12.7% |
| 3M | -15.3% | -4.0% | -11.3% | -14.8% |
| 6M | -15.3% | -18.9% | +3.6% | -12.3% |
| YTD | +2.7% | -13.0% | +15.7% | +4.7% |
| 1Y | +17.4% | -30.4% | +47.9% | +24.8% |
| 3Y | -1.3% | +12.7% | -14.0% | -5.2% |
| 5Y | +27.2% | +89.6% | -62.5% | +9.6% |
| 10Y | +22.7% | +304.7% | -281.9% | -9.0% |
| All | +1,057.1% | +42,832.5% | -41,775.4% | +428.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AZO.
Daily Out/Under-Performance
Portfolio return minus AZO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZO 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 AZO 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