-74.4%
OPEN vs EIX
-11.9%
-62.4%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -21.8% | -2.5% | -19.3% | -21.5% |
| 7D | -22.2% | +1.0% | -23.2% | -22.0% |
| 30D | -38.3% | +9.1% | -47.4% | -38.3% |
| 3M | -59.4% | -10.2% | -49.1% | -58.9% |
| 6M | -74.4% | -11.2% | -63.1% | -73.1% |
| All | -74.4% | -11.9% | -62.4% | -73.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling