+7,238.0%
NEE vs SLB
+966.6%
+6,271.3%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.2% | -0.9% | -0.8% |
| 7D | +1.9% | +0.8% | +1.1% | +1.8% |
| 30D | -2.2% | +15.8% | -18.0% | -4.3% |
| 3M | -1.2% | -0.3% | -0.8% | -1.5% |
| 6M | -8.6% | +21.3% | -29.9% | -11.5% |
| YTD | +6.2% | +52.3% | -46.1% | -0.6% |
| 1Y | +21.1% | +63.6% | -42.5% | +12.0% |
| 3Y | +36.4% | +3.8% | +32.6% | +32.8% |
| 5Y | +11.4% | +128.6% | -117.3% | -6.0% |
| 10Y | +250.0% | -3.1% | +253.0% | +212.3% |
| All | +7,238.0% | +966.6% | +6,271.3% | +4,437.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling