+2,071.0%
STX vs EIX
+30.9%
+2,040.1%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.8% | +1.3% | +8.5% | +9.5% |
| 7D | -14.8% | +0.7% | -15.5% | -14.9% |
| 30D | -35.4% | +8.8% | -44.1% | -36.5% |
| 3M | -37.7% | -10.9% | -26.8% | -36.8% |
| 6M | -35.2% | -10.3% | -24.9% | -35.0% |
| YTD | +84.4% | +5.8% | +78.6% | +77.0% |
| 1Y | +82.3% | +11.4% | +70.9% | +72.4% |
| 3Y | +646.2% | +11.1% | +635.2% | +587.6% |
| 5Y | +487.4% | +18.5% | +468.9% | +424.1% |
| 10Y | +2,071.0% | +32.2% | +2,038.8% | +1,739.7% |
| All | +2,071.0% | +30.9% | +2,040.1% | +1,739.7% |
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