+34,313.4%
JBL vs EIX
+760.7%
+33,552.7%
-94.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.3% | -2.5% | -2.3% |
| 7D | +6.3% | +1.4% | +5.0% | +6.0% |
| 30D | -13.5% | +8.5% | -22.0% | -15.4% |
| 3M | -31.3% | -13.5% | -17.9% | -29.9% |
| 6M | -28.4% | -12.4% | -16.1% | -27.5% |
| YTD | +11.6% | +5.9% | +5.7% | +7.0% |
| 1Y | +26.1% | +7.6% | +18.5% | +20.3% |
| 3Y | +97.4% | +12.8% | +84.6% | +81.9% |
| 5Y | +301.0% | +19.2% | +281.8% | +260.6% |
| 10Y | +1,151.1% | +34.9% | +1,116.2% | +960.2% |
| All | +34,313.4% | +760.7% | +33,552.7% | +20,554.5% |
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