+11.3%
NEE vs USO
+213.6%
-202.3%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.2% | +2.0% | -0.1% |
| 7D | -1.3% | +9.1% | -10.5% | -1.6% |
| 30D | -3.3% | +21.7% | -25.0% | -3.9% |
| 3M | -2.3% | +20.2% | -22.5% | -2.9% |
| 6M | -8.9% | +43.4% | -52.2% | -10.4% |
| YTD | +4.8% | +124.0% | -119.2% | +0.6% |
| 1Y | +18.7% | +112.2% | -93.5% | +14.3% |
| 3Y | +33.2% | +97.7% | -64.4% | +27.8% |
| All | +11.3% | +213.6% | -202.3% | +6.4% |
Cumulative growth
Daily Returns
Daily percentage return beside USO.
Daily Out/Under-Performance
Portfolio return minus USO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USO 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 5y: compounded portfolio wealth divided by compounded USO 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…
5y analysis · Full analysis span regression · 6 months rolling