+20,418.4%
SHW vs EIX
+1,083.9%
+19,334.5%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.8% | -0.4% | +0.3% |
| 7D | -3.2% | -19.1% | +15.9% | +0.4% |
| 30D | -9.5% | -16.9% | +7.4% | -6.8% |
| 3M | +11.5% | -20.0% | +31.5% | +15.7% |
| 6M | -3.5% | -21.3% | +17.8% | +0.4% |
| YTD | +3.7% | -1.7% | +5.4% | +2.8% |
| 1Y | -7.9% | +9.6% | -17.5% | -11.1% |
| 3Y | +24.7% | -3.7% | +28.4% | +22.3% |
| 5Y | +13.6% | +22.6% | -9.0% | +5.5% |
| 10Y | +283.0% | +17.7% | +265.3% | +248.5% |
| All | +20,418.4% | +1,083.9% | +19,334.5% | +10,177.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling