+48.0%
CVX vs VEEV
+18.2%
+29.8%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.5% | +3.4% | +2.0% |
| 7D | +1.0% | -7.1% | +8.1% | +1.2% |
| 30D | +10.7% | +11.1% | -0.5% | +10.1% |
| 3M | +15.5% | +55.5% | -40.1% | +13.1% |
| 6M | +14.9% | +33.4% | -18.5% | +13.3% |
| YTD | +44.2% | +16.8% | +27.4% | +43.2% |
| 1Y | +43.5% | -7.7% | +51.3% | +45.4% |
| All | +48.0% | +18.2% | +29.8% | +41.3% |
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