+244.8%
NEE vs OXY
+7.5%
+237.4%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.5% | -0.6% | -0.2% |
| 7D | -1.3% | +2.8% | -4.2% | -1.5% |
| 30D | -3.3% | +5.5% | -8.8% | -3.7% |
| 3M | -2.3% | +11.3% | -13.6% | -3.1% |
| 6M | -8.9% | +11.6% | -20.5% | -9.8% |
| YTD | +4.8% | +51.6% | -46.8% | +1.3% |
| 1Y | +18.7% | +36.2% | -17.5% | +15.6% |
| 3Y | +33.2% | +1.7% | +31.5% | +31.5% |
| 5Y | +10.9% | +164.5% | -153.6% | +2.1% |
| All | +244.8% | +7.5% | +237.4% | +189.6% |
Cumulative growth
Daily Returns
Daily percentage return beside OXY.
Daily Out/Under-Performance
Portfolio return minus OXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OXY 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 10y: compounded portfolio wealth divided by compounded OXY 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…
10y analysis · Full analysis span regression · 6 months rolling