+1,058.2%
EIX vs MKC
+3,376.8%
-2,318.5%
-72.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.0% | +1.8% | +1.1% |
| 7D | -19.1% | -5.9% | -13.2% | -17.6% |
| 30D | -16.9% | -0.9% | -16.0% | -16.6% |
| 3M | -20.0% | +12.7% | -32.7% | -22.8% |
| 6M | -21.3% | -19.3% | -2.0% | -17.0% |
| YTD | -1.7% | -22.2% | +20.4% | +4.5% |
| 1Y | +9.6% | -23.3% | +32.9% | +16.7% |
| 3Y | -3.7% | -30.0% | +26.3% | +4.3% |
| 5Y | +22.6% | -33.8% | +56.4% | +33.8% |
| 10Y | +17.7% | +24.4% | -6.8% | +8.3% |
| All | +1,058.2% | +3,376.8% | -2,318.5% | +516.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MKC.
Daily Out/Under-Performance
Portfolio return minus MKC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKC 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 all: compounded portfolio wealth divided by compounded MKC 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…
all analysis · Full analysis span regression · 6 months rolling