+22.9%
EIX vs LII
+163.1%
-140.2%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -2.4% | -0.7% | -2.5% |
| 7D | +4.1% | +0.5% | +3.6% | +3.9% |
| 30D | -15.3% | -11.2% | -4.1% | -12.5% |
| 3M | -18.4% | -28.8% | +10.4% | -11.6% |
| 6M | -16.8% | -26.9% | +10.1% | -11.1% |
| YTD | -0.6% | -22.2% | +21.6% | +4.3% |
| 1Y | +10.7% | -32.0% | +42.6% | +20.2% |
| 3Y | -4.5% | -0.4% | -4.0% | -10.3% |
| 5Y | +24.0% | +22.4% | +1.6% | +6.5% |
| 10Y | +22.9% | +171.4% | -148.5% | -17.4% |
| All | +22.9% | +163.1% | -140.2% | -17.4% |
Cumulative growth
Daily Returns
Daily percentage return beside LII.
Daily Out/Under-Performance
Portfolio return minus LII return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LII 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded LII 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling