+153.3%
XOP vs VEEV
-13.7%
+167.0%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.5% | -0.4% | +0.1% |
| 7D | +2.6% | -4.6% | +7.2% | +3.2% |
| 30D | +9.6% | +8.6% | +0.9% | +8.1% |
| 3M | +20.4% | +62.4% | -42.1% | +12.0% |
| 6M | +19.9% | +40.3% | -20.3% | +13.6% |
| YTD | +56.4% | +17.5% | +38.9% | +51.8% |
| 1Y | +52.4% | -6.1% | +58.6% | +53.3% |
| 3Y | +39.9% | +16.7% | +23.2% | +32.9% |
| All | +153.3% | -13.7% | +167.0% | +156.7% |
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