+626.9%
CEG vs VEEV
+19.0%
+608.0%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.5% | -0.2% | -1.5% |
| 7D | +1.3% | -7.1% | +8.4% | +2.5% |
| 30D | +8.8% | +11.1% | -2.3% | +6.6% |
| 3M | +17.0% | +55.5% | -38.6% | +7.6% |
| 6M | -8.7% | +33.4% | -42.1% | -13.8% |
| YTD | -16.4% | +16.8% | -33.3% | -19.2% |
| 1Y | -1.8% | -7.7% | +6.0% | -0.2% |
| 3Y | +175.8% | +18.4% | +157.4% | +158.4% |
| All | +626.9% | +19.0% | +608.0% | +549.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling