+27.2%
EIX vs HSY
+13.1%
+14.1%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +0.1% | +4.4% | +4.5% |
| 7D | +0.9% | -1.6% | +2.5% | +1.4% |
| 30D | -13.5% | -4.2% | -9.3% | -12.3% |
| 3M | -15.3% | -0.7% | -14.5% | -15.1% |
| 6M | -15.3% | -21.8% | +6.5% | -9.0% |
| YTD | +2.7% | -2.7% | +5.4% | +2.6% |
| 1Y | +17.4% | -4.8% | +22.3% | +17.8% |
| 3Y | -1.3% | -9.4% | +8.0% | +0.2% |
| 5Y | +27.2% | +11.3% | +15.9% | +20.5% |
| All | +27.2% | +13.1% | +14.1% | +20.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HSY.
Daily Out/Under-Performance
Portfolio return minus HSY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HSY 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 5y: compounded portfolio wealth divided by compounded HSY 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…
5y analysis · Full analysis span regression · 6 months rolling