+245.4%
NEE vs XOP
+58.4%
+187.0%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.2% | -0.5% | -0.3% |
| 7D | -1.9% | +1.6% | -3.6% | -2.1% |
| 30D | -3.1% | +9.6% | -12.7% | -4.0% |
| 3M | -2.4% | +16.9% | -19.3% | -4.0% |
| 6M | -8.6% | +24.0% | -32.6% | -10.8% |
| YTD | +4.9% | +56.2% | -51.3% | -0.1% |
| 1Y | +19.4% | +51.8% | -32.4% | +13.9% |
| 3Y | +34.9% | +37.0% | -2.1% | +29.0% |
| 5Y | +11.0% | +163.4% | -152.4% | +0.3% |
| All | +245.4% | +58.4% | +187.0% | +171.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling