+52.6%
XOM vs NEE
+11.3%
+41.3%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +4.9% | -9.5% | -5.0% |
| 7D | -7.0% | +9.2% | -16.2% | -7.8% |
| 30D | +3.2% | +16.0% | -12.7% | +1.4% |
| 3M | +10.7% | +2.2% | +8.5% | +10.7% |
| 6M | +11.6% | -6.0% | +17.6% | +13.6% |
| YTD | +43.5% | +12.6% | +30.9% | +37.5% |
| 1Y | +52.6% | +11.4% | +41.2% | +46.7% |
| All | +52.6% | +11.3% | +41.3% | +46.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling