+26.1%
JBL vs EIX
+8.9%
+17.3%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.3% | -2.5% | -2.2% |
| 7D | +6.3% | +1.4% | +5.0% | +6.4% |
| 30D | -13.5% | +8.5% | -22.0% | -12.9% |
| 3M | -31.3% | -13.5% | -17.9% | -31.4% |
| 6M | -28.4% | -12.4% | -16.1% | -29.2% |
| YTD | +11.6% | +5.9% | +5.7% | +12.3% |
| 1Y | +26.1% | +7.6% | +18.5% | +27.1% |
| All | +26.1% | +8.9% | +17.3% | +27.1% |
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