+22.9%
EIX vs WCC
+506.2%
-483.3%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -1.3% | -1.9% | -3.0% |
| 7D | +4.1% | +6.8% | -2.7% | +2.9% |
| 30D | -15.3% | -3.0% | -12.3% | -15.1% |
| 3M | -18.4% | +0.2% | -18.6% | -19.1% |
| 6M | -16.8% | +33.2% | -50.0% | -22.1% |
| YTD | -0.6% | +45.8% | -46.4% | -8.7% |
| 1Y | +10.7% | +68.4% | -57.7% | -1.5% |
| 3Y | -4.5% | +131.1% | -135.6% | -23.3% |
| 5Y | +24.0% | +225.6% | -201.6% | -11.2% |
| 10Y | +22.9% | +534.2% | -511.3% | -36.9% |
| All | +22.9% | +506.2% | -483.3% | -36.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 10y: compounded portfolio wealth divided by compounded WCC 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…
10y analysis · Full analysis span regression · 6 months rolling