+1,110.4%
EIX vs BDX
+5,185.2%
-4,074.7%
-72.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -3.1% | +7.6% | +5.2% |
| 7D | +0.9% | -4.3% | +5.2% | +1.8% |
| 30D | -13.5% | +1.3% | -14.8% | -13.9% |
| 3M | -15.3% | +20.2% | -35.5% | -18.9% |
| 6M | -15.3% | +8.6% | -23.9% | -17.2% |
| YTD | +2.7% | +19.0% | -16.2% | -1.7% |
| 1Y | +17.4% | +21.2% | -3.7% | +11.9% |
| 3Y | -1.3% | -9.7% | +8.4% | -0.8% |
| 5Y | +27.2% | -3.4% | +30.6% | +25.6% |
| 10Y | +22.7% | +53.9% | -31.1% | +9.8% |
| All | +1,110.4% | +5,185.2% | -4,074.7% | +499.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BDX.
Daily Out/Under-Performance
Portfolio return minus BDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BDX 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded BDX 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling