+24,538.0%
ORCL vs NEE
+7,547.6%
+16,990.5%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.5% | +2.3% | +1.3% |
| 7D | -11.2% | +3.9% | -15.0% | -12.3% |
| 30D | -18.8% | +12.8% | -31.7% | -22.2% |
| 3M | -18.8% | +3.6% | -22.3% | -20.0% |
| 6M | -39.7% | -7.5% | -32.2% | -38.7% |
| YTD | -39.6% | +10.7% | -50.3% | -42.6% |
| 1Y | -51.7% | +9.1% | -60.8% | -53.9% |
| 3Y | +10.2% | +61.0% | -50.8% | -10.8% |
| 5Y | +30.8% | +16.3% | +14.5% | +16.2% |
| 10Y | +252.1% | +264.6% | -12.5% | +99.9% |
| All | +24,538.0% | +7,547.6% | +16,990.5% | +4,788.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NEE.
Daily Out/Under-Performance
Portfolio return minus NEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NEE 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 NEE 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