+22.7%
EIX vs STZ
-14.3%
+37.1%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | STZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -5.6% | +10.1% | +6.6% |
| 7D | +0.9% | -7.4% | +8.3% | +3.7% |
| 30D | -13.5% | -10.9% | -2.7% | -9.9% |
| 3M | -15.3% | -13.4% | -1.8% | -10.9% |
| 6M | -15.3% | -16.2% | +0.9% | -10.4% |
| YTD | +2.7% | -10.4% | +13.2% | +5.0% |
| 1Y | +17.4% | -14.8% | +32.2% | +22.0% |
| 3Y | -1.3% | -50.1% | +48.8% | +25.8% |
| 5Y | +27.2% | -38.8% | +66.0% | +47.1% |
| 10Y | +22.7% | -14.1% | +36.8% | +14.7% |
| All | +22.7% | -14.3% | +37.1% | +14.7% |
Cumulative growth
Daily Returns
Daily percentage return beside STZ.
Daily Out/Under-Performance
Portfolio return minus STZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STZ 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded STZ 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling