-9.1%
EIX vs OVV
-1.7%
-7.3%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.9% | +1.9% | -1.3% |
| 7D | +2.5% | -14.9% | +17.4% | +0.7% |
| 30D | +14.1% | -0.9% | +15.0% | +13.6% |
| 3M | -9.4% | +5.6% | -15.0% | -10.1% |
| 6M | -9.1% | -2.5% | -6.6% | -9.9% |
| All | -9.1% | -1.7% | -7.3% | -9.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling