+71.1%
NEE vs XOP
+42.5%
+28.6%
-23.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.6% | -2.5% | -1.0% |
| 7D | -3.4% | +5.2% | -8.5% | -4.0% |
| 30D | +9.0% | -8.4% | +17.4% | +10.2% |
| 3M | +0.2% | +2.9% | -2.8% | -0.6% |
| 6M | -8.5% | +8.8% | -17.3% | -10.2% |
| YTD | +8.6% | +46.9% | -38.3% | -0.2% |
| 1Y | +2.2% | +41.5% | -39.3% | -5.4% |
| All | +71.1% | +42.5% | +28.6% | +49.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling