+4,711.1%
CVX vs NEE
+7,273.1%
-2,562.0%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.5% | +0.1% | +0.4% |
| 7D | -0.6% | +1.1% | -1.7% | -1.0% |
| 30D | +13.4% | -0.2% | +13.7% | +13.5% |
| 3M | +11.8% | +0.5% | +11.3% | +11.5% |
| 6M | +12.4% | -6.5% | +19.0% | +14.9% |
| YTD | +41.5% | +6.7% | +34.8% | +36.6% |
| 1Y | +41.6% | +23.6% | +18.0% | +28.1% |
| 3Y | +42.2% | +37.1% | +5.1% | +17.9% |
| 5Y | +166.0% | +10.9% | +155.0% | +135.1% |
| 10Y | +207.2% | +245.4% | -38.1% | +54.7% |
| All | +4,711.1% | +7,273.1% | -2,562.0% | +705.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling