+1,392.4%
NEE vs XOP
+82.9%
+1,309.5%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.8% | +0.1% | -0.6% |
| 7D | +1.9% | +2.6% | -0.6% | +1.5% |
| 30D | -2.2% | +15.4% | -17.6% | -4.8% |
| 3M | -1.2% | +12.1% | -13.2% | -3.5% |
| 6M | -8.6% | +19.7% | -28.2% | -12.1% |
| YTD | +6.2% | +52.4% | -46.2% | -2.6% |
| 1Y | +21.1% | +47.6% | -26.4% | +11.5% |
| 3Y | +36.4% | +34.4% | +2.0% | +26.4% |
| 5Y | +11.4% | +154.4% | -143.0% | -11.1% |
| 10Y | +250.0% | +54.7% | +195.3% | +175.7% |
| All | +1,392.4% | +82.9% | +1,309.5% | +815.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling