+22.9%
EIX vs WEC
+141.2%
-118.3%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.8% | -2.3% | -2.6% |
| 7D | +4.1% | +0.4% | +3.7% | +3.8% |
| 30D | -15.3% | +0.9% | -16.2% | -15.8% |
| 3M | -18.4% | -5.3% | -13.1% | -15.2% |
| 6M | -16.8% | -6.6% | -10.3% | -12.7% |
| YTD | -0.6% | +3.3% | -3.8% | -2.6% |
| 1Y | +10.7% | +2.1% | +8.6% | +9.2% |
| 3Y | -4.5% | +39.6% | -44.1% | -24.5% |
| 5Y | +24.0% | +31.2% | -7.1% | +2.4% |
| 10Y | +22.9% | +148.4% | -125.5% | -39.7% |
| All | +22.9% | +141.2% | -118.3% | -39.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded WEC 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling