+641.2%
EIX vs OVV
+162.8%
+478.4%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.7% | +2.6% | +1.1% |
| 7D | -19.1% | +0.3% | -19.4% | -19.2% |
| 30D | -16.9% | +11.7% | -28.6% | -18.4% |
| 3M | -20.0% | +9.8% | -29.8% | -21.3% |
| 6M | -21.3% | +26.6% | -47.9% | -24.5% |
| YTD | -1.7% | +67.0% | -68.7% | -9.6% |
| 1Y | +9.6% | +55.9% | -46.4% | +1.6% |
| 3Y | -3.7% | +45.5% | -49.2% | -11.6% |
| 5Y | +22.6% | +157.3% | -134.7% | -0.6% |
| 10Y | +17.7% | +65.0% | -47.3% | -18.5% |
| All | +641.2% | +162.8% | +478.4% | +184.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling