+52.3%
XOM vs NEE
+19.3%
+33.0%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.2% | +0.6% | +0.5% |
| 7D | +4.1% | -1.3% | +5.4% | +4.2% |
| 30D | +4.6% | -3.3% | +7.9% | +5.0% |
| 3M | +14.0% | -2.3% | +16.2% | +14.3% |
| 6M | +11.0% | -8.9% | +19.8% | +12.1% |
| YTD | +40.7% | +4.8% | +35.9% | +38.8% |
| 1Y | +52.3% | +18.7% | +33.6% | +49.7% |
| All | +52.3% | +19.3% | +33.0% | +49.7% |
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