+21.1%
NEE vs XOP
+49.8%
-28.7%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.8% | +0.1% | -0.7% |
| 7D | +1.9% | +2.6% | -0.6% | +1.8% |
| 30D | -2.2% | +15.4% | -17.6% | -3.0% |
| 3M | -1.2% | +12.1% | -13.2% | -1.8% |
| 6M | -8.6% | +19.7% | -28.2% | -10.3% |
| YTD | +6.2% | +52.4% | -46.2% | -0.9% |
| 1Y | +21.1% | +47.6% | -26.4% | +14.0% |
| All | +21.1% | +49.8% | -28.7% | +14.0% |
Cumulative growth
Daily Returns
Daily percentage return beside XOP.
Daily Out/Under-Performance
Portfolio return minus XOP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XOP 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 XOP 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