+111.5%
SYY vs EIX
+21.5%
+90.1%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.2% | +2.1% | +1.4% |
| 7D | +1.5% | +0.8% | +0.7% | +1.1% |
| 30D | -2.3% | -18.8% | +16.5% | +3.5% |
| 3M | +5.5% | -19.7% | +25.2% | +11.9% |
| 6M | -1.0% | -18.2% | +17.3% | +3.8% |
| YTD | +14.1% | -1.7% | +15.9% | +10.7% |
| 1Y | +5.6% | +7.8% | -2.2% | -1.7% |
| 3Y | +27.9% | -5.6% | +33.5% | +21.9% |
| 5Y | +22.7% | +23.7% | -0.9% | +0.7% |
| All | +111.5% | +21.5% | +90.1% | +66.1% |
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 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