+336.0%
OKE vs VEEV
+590.5%
-254.5%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.5% | +0.4% | +0.9% |
| 7D | +1.2% | -4.6% | +5.9% | +2.0% |
| 30D | +4.5% | +8.6% | -4.2% | +2.8% |
| 3M | +9.6% | +62.4% | -52.8% | +0.6% |
| 6M | +15.4% | +40.3% | -24.9% | +7.9% |
| YTD | +36.5% | +17.5% | +18.9% | +31.2% |
| 1Y | +39.0% | -6.1% | +45.1% | +38.7% |
| 3Y | +74.3% | +16.7% | +57.6% | +64.0% |
| 5Y | +141.2% | -13.3% | +154.6% | +133.2% |
| 10Y | +262.1% | +550.5% | -288.4% | +122.2% |
| All | +336.0% | +590.5% | -254.5% | +148.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling