+16.8%
KMB vs EIX
+23.2%
-6.3%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +4.5% | -6.4% | -2.9% |
| 7D | -2.7% | +0.9% | -3.6% | -3.0% |
| 30D | -5.0% | -13.5% | +8.5% | -2.9% |
| 3M | +6.6% | -15.3% | +21.8% | +9.4% |
| 6M | +1.0% | -15.3% | +16.3% | +3.6% |
| YTD | +6.0% | +2.7% | +3.2% | +3.5% |
| 1Y | -16.6% | +17.4% | -34.1% | -21.2% |
| 3Y | -8.6% | -1.3% | -7.3% | -11.3% |
| 5Y | -10.9% | +27.2% | -38.0% | -19.4% |
| 10Y | +16.8% | +22.7% | -5.9% | +0.1% |
| All | +16.8% | +23.2% | -6.3% | +0.1% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling