+9.4%
EIX vs OVV
+65.7%
-56.3%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +3.0% | -3.5% | -0.4% |
| 7D | -2.5% | +1.2% | -3.8% | -2.5% |
| 30D | +7.7% | -2.5% | +10.2% | +7.4% |
| 3M | -12.9% | +0.5% | -13.3% | -13.1% |
| 6M | -12.7% | +8.5% | -21.2% | -13.0% |
| YTD | +5.5% | +64.5% | -59.0% | -3.6% |
| 1Y | +9.4% | +64.7% | -55.3% | -0.8% |
| All | +9.4% | +65.7% | -56.3% | -0.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling