+16.6%
EIX vs RACE
+10.6%
+6.0%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +4.3% | -1.1% | +2.7% |
| 7D | +4.5% | +9.9% | -5.4% | +3.7% |
| 30D | +15.2% | +12.8% | +2.4% | +14.1% |
| 3M | -11.6% | +7.4% | -19.0% | -12.6% |
| 6M | -8.4% | +27.6% | -36.0% | -11.9% |
| YTD | +8.2% | +18.4% | -10.2% | +3.8% |
| 1Y | +16.6% | +9.5% | +7.1% | +13.9% |
| All | +16.6% | +10.6% | +6.0% | +13.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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