+36.2%
LIN vs EIX
+8.4%
+27.9%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.5% | +1.3% | -0.8% |
| 7D | +0.2% | +1.0% | -0.8% | +0.1% |
| 30D | +6.5% | +9.1% | -2.7% | +5.3% |
| 3M | +5.5% | -10.2% | +15.7% | +6.2% |
| 6M | +3.3% | -11.2% | +14.6% | +4.4% |
| YTD | +22.0% | +4.5% | +17.5% | +20.0% |
| 1Y | +25.7% | +10.9% | +14.9% | +22.5% |
| 3Y | +36.2% | +8.4% | +27.8% | +31.4% |
| All | +36.2% | +8.4% | +27.9% | +31.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling