+4,294.1%
XOM vs NEE
+7,273.1%
-2,979.1%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.5% | +0.3% | +0.6% |
| 7D | -2.4% | +1.1% | -3.4% | -2.8% |
| 30D | +5.7% | -0.2% | +5.9% | +5.7% |
| 3M | +6.6% | +0.5% | +6.0% | +6.2% |
| 6M | +7.7% | -6.5% | +14.2% | +9.9% |
| YTD | +36.2% | +6.7% | +29.5% | +31.8% |
| 1Y | +50.5% | +23.6% | +26.9% | +36.8% |
| 3Y | +53.4% | +37.1% | +16.2% | +28.4% |
| 5Y | +254.2% | +10.9% | +243.3% | +215.1% |
| 10Y | +177.9% | +245.4% | -67.5% | +39.9% |
| All | +4,294.1% | +7,273.1% | -2,979.1% | +569.2% |
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