+11.4%
NEE vs SLB
+45.4%
-34.0%
-21.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -1.1% | +6.0% | +4.9% |
| 7D | +9.2% | -4.1% | +13.2% | +9.4% |
| 30D | +16.0% | +2.5% | +13.4% | +15.7% |
| 3M | +2.2% | +2.0% | +0.2% | +1.8% |
| 6M | -6.0% | -6.3% | +0.3% | -5.7% |
| YTD | +12.6% | +36.5% | -24.0% | +8.8% |
| 1Y | +11.4% | +46.2% | -34.8% | +8.4% |
| All | +11.4% | +45.4% | -34.0% | +8.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SLB.
Daily Out/Under-Performance
Portfolio return minus SLB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SLB 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 SLB 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