+20,389.3%
TXN vs EIX
+1,083.9%
+19,305.4%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.8% | +1.0% | +1.6% |
| 7D | -0.1% | -19.1% | +19.0% | +4.0% |
| 30D | -6.9% | -16.9% | +10.0% | -3.9% |
| 3M | -14.9% | -20.0% | +5.1% | -11.6% |
| 6M | +29.0% | -21.3% | +50.3% | +34.6% |
| YTD | +51.5% | -1.7% | +53.2% | +49.2% |
| 1Y | +41.6% | +9.6% | +32.0% | +35.5% |
| 3Y | +65.8% | -3.7% | +69.5% | +61.3% |
| 5Y | +56.8% | +22.6% | +34.2% | +42.7% |
| 10Y | +387.5% | +17.7% | +369.8% | +330.9% |
| All | +20,389.3% | +1,083.9% | +19,305.4% | +8,570.7% |
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 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