-1.3%
EIX vs LNT
+50.4%
-51.8%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +0.9% | +3.6% | +3.8% |
| 7D | +0.9% | +1.0% | -0.1% | +0.1% |
| 30D | -13.5% | -1.1% | -12.4% | -12.8% |
| 3M | -15.3% | -3.6% | -11.7% | -12.9% |
| 6M | -15.3% | -2.7% | -12.7% | -13.6% |
| YTD | +2.7% | +8.0% | -5.3% | -3.3% |
| 1Y | +17.4% | +10.5% | +7.0% | +8.5% |
| 3Y | -1.3% | +49.6% | -50.9% | -30.3% |
| All | -1.3% | +50.4% | -51.8% | -30.3% |
Cumulative growth
Daily Returns
Daily percentage return beside LNT.
Daily Out/Under-Performance
Portfolio return minus LNT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LNT 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 LNT 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