-4.1%
OXY vs VEEV
+586.8%
-590.9%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.1% | -0.3% | -0.2% |
| 7D | +0.9% | -8.2% | +9.1% | +1.9% |
| 30D | +3.6% | +10.3% | -6.8% | +2.1% |
| 3M | +7.1% | +59.4% | -52.3% | +0.8% |
| 6M | +15.7% | +37.6% | -21.9% | +10.5% |
| YTD | +50.1% | +16.9% | +33.2% | +46.1% |
| 1Y | +34.1% | -5.0% | +39.0% | +33.8% |
| 3Y | -1.5% | +18.5% | -19.9% | -5.9% |
| 5Y | +162.0% | -13.8% | +175.8% | +155.7% |
| 10Y | +5.1% | +547.0% | -541.9% | -23.8% |
| All | -4.1% | +586.8% | -590.9% | -32.9% |
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 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