+23.7%
SYY vs EIX
-1.6%
+25.3%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +4.5% | -4.8% | -1.1% |
| 7D | -2.8% | +0.9% | -3.7% | -3.0% |
| 30D | -5.3% | -13.5% | +8.3% | -3.7% |
| 3M | +5.1% | -15.3% | +20.3% | +7.2% |
| 6M | -5.0% | -15.3% | +10.3% | -3.3% |
| YTD | +10.7% | +2.7% | +8.0% | +7.6% |
| 1Y | +0.7% | +17.4% | -16.8% | -5.2% |
| All | +23.7% | -1.6% | +25.3% | +19.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling