+7.6%
EIX vs OVV
+75.5%
-67.9%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.8% | -0.5% | +0.3% |
| 7D | +1.4% | +8.0% | -6.7% | +1.6% |
| 30D | +8.5% | -2.0% | +10.6% | +8.4% |
| 3M | -13.5% | +5.4% | -18.9% | -13.6% |
| 6M | -12.4% | +14.3% | -26.6% | -12.8% |
| YTD | +5.9% | +69.4% | -63.5% | -4.1% |
| 1Y | +7.6% | +72.4% | -64.8% | -3.4% |
| All | +7.6% | +75.5% | -67.9% | -3.4% |
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