+92.7%
XOP vs VEEV
-4.9%
+97.6%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.3% | +1.2% | +1.0% |
| 7D | +6.3% | -0.7% | +7.1% | +6.4% |
| 30D | -6.6% | +1.4% | -8.0% | -6.8% |
| 3M | +3.6% | +19.4% | -15.8% | +0.9% |
| 6M | +10.8% | +93.6% | -82.9% | +0.4% |
| YTD | +48.3% | +35.1% | +13.2% | +41.2% |
| 1Y | +42.9% | +3.4% | +39.6% | +42.1% |
| 3Y | +43.3% | +81.4% | -38.1% | +26.3% |
| All | +92.7% | -4.9% | +97.6% | +98.5% |
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