+427.2%
LIN vs EIX
+34.4%
+392.8%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.5% | +1.4% | +1.0% |
| 7D | +0.3% | -2.5% | +2.9% | +1.0% |
| 30D | +8.0% | +7.7% | +0.4% | +5.9% |
| 3M | +7.7% | -12.9% | +20.6% | +10.2% |
| 6M | +5.1% | -12.7% | +17.7% | +7.2% |
| YTD | +24.7% | +5.5% | +19.3% | +19.8% |
| 1Y | +25.1% | +9.4% | +15.7% | +18.8% |
| 3Y | +36.8% | +9.7% | +27.1% | +26.1% |
| 5Y | +67.9% | +16.9% | +50.9% | +50.0% |
| 10Y | +427.2% | +34.3% | +392.9% | +325.4% |
| All | +427.2% | +34.4% | +392.8% | +325.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling