-8.0%
NEE vs VLO
+49.9%
-57.9%
-19.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +3.7% | -4.0% | 0.0% |
| 7D | -2.8% | -0.4% | -2.3% | -2.8% |
| 30D | +9.5% | -16.6% | +26.1% | +7.9% |
| 3M | +1.0% | +12.3% | -11.2% | +2.4% |
| 6M | -8.0% | +47.8% | -55.8% | -1.3% |
| All | -8.0% | +49.9% | -57.9% | -1.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VLO.
Daily Out/Under-Performance
Portfolio return minus VLO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLO 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 6mo: compounded portfolio wealth divided by compounded VLO 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…
6mo analysis · Full analysis span regression · 6 months rolling