+111.9%
INTC vs EIX
+35.3%
+76.6%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.3% | -2.8% | -2.6% |
| 7D | +6.0% | +1.4% | +4.6% | +5.6% |
| 30D | -39.2% | +8.5% | -47.7% | -40.7% |
| 3M | -42.9% | -13.5% | -29.5% | -41.4% |
| 6M | -50.4% | -12.4% | -38.0% | -49.7% |
| YTD | +61.7% | +5.9% | +55.8% | +52.7% |
| 1Y | +66.1% | +7.6% | +58.5% | +55.8% |
| 3Y | +58.1% | +12.8% | +45.4% | +42.4% |
| 5Y | +27.9% | +19.2% | +8.6% | +12.0% |
| All | +111.9% | +35.3% | +76.6% | +64.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EIX.
Daily Out/Under-Performance
Portfolio return minus EIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EIX 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 EIX 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