+147.9%
OXY vs VEEV
-13.7%
+161.6%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.5% | -0.1% | +0.4% |
| 7D | +2.8% | -4.6% | +7.4% | +3.2% |
| 30D | +5.5% | +8.6% | -3.2% | +4.6% |
| 3M | +11.3% | +62.4% | -51.1% | +6.4% |
| 6M | +11.6% | +40.3% | -28.7% | +8.0% |
| YTD | +51.6% | +17.5% | +34.0% | +49.1% |
| 1Y | +36.2% | -6.1% | +42.3% | +37.2% |
| 3Y | +1.7% | +16.7% | -15.0% | -1.4% |
| All | +147.9% | -13.7% | +161.6% | +152.9% |
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