+10.2%
EIX vs BHP
+58.0%
-47.8%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.1% | +2.2% | +0.5% |
| 7D | +1.0% | +3.8% | -2.9% | +0.3% |
| 30D | +8.9% | -6.5% | +15.3% | +10.1% |
| 3M | -9.8% | -8.5% | -1.3% | -8.4% |
| 6M | -10.2% | -2.2% | -8.0% | -10.4% |
| YTD | +5.9% | +40.0% | -34.1% | -3.2% |
| 1Y | +10.9% | +51.3% | -40.4% | -0.6% |
| 3Y | +10.2% | +56.5% | -46.3% | -6.9% |
| All | +10.2% | +58.0% | -47.8% | -6.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BHP.
Daily Out/Under-Performance
Portfolio return minus BHP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BHP 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 3y: compounded portfolio wealth divided by compounded BHP 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…
3y analysis · Full analysis span regression · 6 months rolling