+1,058.2%
EIX vs SONY
+543.6%
+514.6%
-72.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.6% | +2.4% | +1.1% |
| 7D | -19.1% | -1.2% | -17.9% | -18.9% |
| 30D | -16.9% | +9.4% | -26.4% | -18.2% |
| 3M | -20.0% | +10.5% | -30.5% | -21.5% |
| 6M | -21.3% | +11.7% | -33.0% | -23.1% |
| YTD | -1.7% | -4.1% | +2.4% | -1.5% |
| 1Y | +9.6% | -11.8% | +21.3% | +11.2% |
| 3Y | -3.7% | +45.9% | -49.6% | -11.5% |
| 5Y | +22.6% | +16.3% | +6.3% | +15.7% |
| 10Y | +17.7% | +297.6% | -279.9% | -11.8% |
| All | +1,058.2% | +543.6% | +514.6% | +618.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SONY.
Daily Out/Under-Performance
Portfolio return minus SONY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SONY 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 SONY 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