+180.6%
CEG vs VEEV
+18.9%
+161.7%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -3.7% | +3.8% | +0.4% |
| 7D | +6.7% | -5.2% | +11.8% | +7.2% |
| 30D | +11.0% | +14.9% | -3.9% | +9.1% |
| 3M | +19.5% | +58.4% | -38.9% | +12.8% |
| 6M | -5.9% | +35.5% | -41.3% | -9.0% |
| YTD | -15.0% | +18.6% | -33.6% | -16.0% |
| 1Y | +0.6% | -6.3% | +7.0% | +4.0% |
| 3Y | +180.6% | +20.2% | +160.4% | +173.9% |
| All | +180.6% | +18.9% | +161.7% | +173.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VEEV.
Daily Out/Under-Performance
Portfolio return minus VEEV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEEV 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 3y: compounded portfolio wealth divided by compounded VEEV 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…
3y analysis · Full analysis span regression · 6 months rolling