-50.9%
OPEN vs EIX
+13.6%
-64.5%
-71.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -3.2% | +0.9% | -1.9% |
| 7D | -2.9% | +4.1% | -7.0% | -3.4% |
| 30D | -13.8% | -15.3% | +1.5% | -12.0% |
| 3M | -30.9% | -18.4% | -12.4% | -29.1% |
| 6M | -40.9% | -16.8% | -24.1% | -40.6% |
| YTD | -48.5% | -0.6% | -48.0% | -57.5% |
| 1Y | -50.9% | +10.7% | -61.6% | -62.6% |
| All | -50.9% | +13.6% | -64.5% | -62.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling