+23.6%
NEE vs SLB
+62.0%
-38.4%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.7% | +1.2% | +0.5% |
| 7D | +1.1% | +0.4% | +0.7% | +1.0% |
| 30D | -0.2% | +13.6% | -13.8% | -1.3% |
| 3M | +0.5% | +1.5% | -1.0% | +0.6% |
| 6M | -6.5% | +23.0% | -29.5% | -8.8% |
| YTD | +6.7% | +51.2% | -44.5% | +2.7% |
| 1Y | +23.6% | +63.5% | -39.9% | +20.9% |
| All | +23.6% | +62.0% | -38.4% | +20.9% |
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