+34.3%
EIX vs OVV
+51.8%
-17.6%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +3.0% | -3.5% | -0.8% |
| 7D | -2.5% | +1.2% | -3.8% | -2.7% |
| 30D | +7.7% | -2.5% | +10.2% | +7.8% |
| 3M | -12.9% | +0.5% | -13.3% | -13.1% |
| 6M | -12.7% | +8.5% | -21.2% | -13.9% |
| YTD | +5.5% | +64.5% | -59.0% | -0.9% |
| 1Y | +9.4% | +64.7% | -55.3% | +2.7% |
| 3Y | +9.7% | +54.1% | -44.5% | +2.2% |
| 5Y | +16.9% | +95.4% | -78.5% | +3.8% |
| 10Y | +34.3% | +54.9% | -20.7% | -5.2% |
| All | +34.3% | +51.8% | -17.6% | -5.2% |
Cumulative growth
Daily Returns
Daily percentage return beside OVV.
Daily Out/Under-Performance
Portfolio return minus OVV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OVV 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 OVV 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