+47.0%
CVX vs NEE
+11.3%
+35.8%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +4.9% | -8.6% | -4.0% |
| 7D | -5.3% | +9.2% | -14.5% | -6.0% |
| 30D | +5.1% | +16.0% | -10.9% | +3.7% |
| 3M | +14.9% | +2.2% | +12.7% | +14.8% |
| 6M | +14.9% | -6.0% | +20.9% | +15.9% |
| YTD | +46.3% | +12.6% | +33.7% | +41.5% |
| 1Y | +47.0% | +11.4% | +35.6% | +42.3% |
| All | +47.0% | +11.3% | +35.8% | +42.3% |
Cumulative growth
Daily Returns
Daily percentage return beside NEE.
Daily Out/Under-Performance
Portfolio return minus NEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NEE 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 1y: compounded portfolio wealth divided by compounded NEE 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…
1y analysis · Full analysis span regression · 6 months rolling