+10.8%
EIX vs LII
-28.3%
+39.1%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.2% | -0.9% | +0.9% |
| 7D | +0.7% | -1.2% | +1.9% | +0.9% |
| 30D | +8.8% | -2.0% | +10.7% | +8.8% |
| 3M | -10.9% | -20.2% | +9.3% | -7.8% |
| 6M | -10.3% | -32.5% | +22.2% | -5.5% |
| YTD | +5.8% | -27.4% | +33.2% | +10.1% |
| All | +10.8% | -28.3% | +39.1% | +15.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling