+7,273.1%
NEE vs OXY
+1,377.9%
+5,895.2%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.0% | -0.5% | +0.3% |
| 7D | +1.1% | -0.5% | +1.6% | +1.2% |
| 30D | -0.2% | +8.5% | -8.7% | -1.5% |
| 3M | +0.5% | +6.0% | -5.5% | -0.6% |
| 6M | -6.5% | +13.0% | -19.5% | -8.8% |
| YTD | +6.7% | +48.9% | -42.2% | -0.4% |
| 1Y | +23.6% | +36.4% | -12.8% | +16.7% |
| 3Y | +37.1% | -2.3% | +39.4% | +34.7% |
| 5Y | +10.9% | +160.6% | -149.7% | -10.0% |
| 10Y | +245.4% | +2.0% | +243.4% | +186.1% |
| All | +7,273.1% | +1,377.9% | +5,895.2% | +3,830.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling