+41,936.4%
JBL vs EIX
+698.7%
+41,237.7%
-94.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.8% | +0.7% | +1.3% |
| 7D | +3.0% | -19.1% | +22.1% | +7.5% |
| 30D | -8.3% | -16.9% | +8.6% | -5.1% |
| 3M | -16.9% | -20.0% | +3.1% | -13.6% |
| 6M | +21.8% | -21.3% | +43.1% | +27.0% |
| YTD | +36.3% | -1.7% | +38.0% | +33.6% |
| 1Y | +49.5% | +9.6% | +39.9% | +41.8% |
| 3Y | +170.6% | -3.7% | +174.3% | +160.4% |
| 5Y | +408.4% | +22.6% | +385.8% | +353.6% |
| 10Y | +1,450.4% | +17.7% | +1,432.7% | +1,262.6% |
| All | +41,936.4% | +698.7% | +41,237.7% | +25,681.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling