+170.6%
CVX vs VEEV
-14.9%
+185.5%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.1% | -0.6% | -0.5% |
| 7D | +0.7% | -8.2% | +8.9% | +1.1% |
| 30D | +9.1% | +10.3% | -1.2% | +8.5% |
| 3M | +13.1% | +59.4% | -46.3% | +10.1% |
| 6M | +16.3% | +37.6% | -21.3% | +14.0% |
| YTD | +43.5% | +16.9% | +26.6% | +42.0% |
| 1Y | +40.2% | -5.0% | +45.1% | +40.6% |
| 3Y | +44.2% | +18.5% | +25.8% | +41.3% |
| 5Y | +170.6% | -13.8% | +184.4% | +166.1% |
| All | +170.6% | -14.9% | +185.5% | +166.1% |
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