-15.9%
XOP vs VEEV
+623.9%
-639.8%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -3.3% | +2.4% | -0.3% |
| 7D | +2.6% | -0.6% | +3.1% | +2.6% |
| 30D | +15.4% | +28.8% | -13.4% | +9.9% |
| 3M | +12.1% | +54.0% | -42.0% | +2.8% |
| 6M | +19.7% | +46.0% | -26.3% | +10.4% |
| YTD | +52.4% | +23.2% | +29.2% | +44.6% |
| 1Y | +47.6% | +1.9% | +45.7% | +44.8% |
| 3Y | +34.4% | +27.0% | +7.3% | +23.5% |
| 5Y | +154.4% | -13.4% | +167.8% | +145.7% |
| 10Y | +54.7% | +575.2% | -520.6% | -10.2% |
| All | -15.9% | +623.9% | -639.8% | -54.6% |
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