+7.6%
EIX vs SPXU
-26.3%
+33.9%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.2% | -0.9% | +0.4% |
| 7D | +1.4% | -7.6% | +8.9% | +1.1% |
| 30D | +8.5% | +5.3% | +3.2% | +8.7% |
| 3M | -13.5% | +9.6% | -23.1% | -13.3% |
| 6M | -12.4% | -4.5% | -7.8% | -12.3% |
| YTD | +5.9% | -25.9% | +31.8% | +3.1% |
| 1Y | +7.6% | -28.9% | +36.5% | +4.5% |
| All | +7.6% | -26.3% | +33.9% | +4.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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