+49.5%
JBL vs EIX
+7.5%
+42.0%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.8% | +0.7% | +1.6% |
| 7D | +3.0% | -19.1% | +22.1% | +2.2% |
| 30D | -8.3% | -16.9% | +8.6% | -8.8% |
| 3M | -16.9% | -20.0% | +3.1% | -18.0% |
| 6M | +21.8% | -21.3% | +43.1% | +19.7% |
| YTD | +36.3% | -1.7% | +38.0% | +34.6% |
| 1Y | +49.5% | +9.6% | +39.9% | +44.7% |
| All | +49.5% | +7.5% | +42.0% | +44.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling