-1.3%
IONQ vs NEE
+21.8%
-23.1%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.5% | +1.9% | +2.4% |
| 7D | +7.1% | +1.1% | +6.0% | +7.0% |
| 30D | -8.9% | -0.2% | -8.7% | -8.9% |
| 3M | -35.6% | +0.5% | -36.1% | -35.9% |
| 6M | +13.3% | -6.5% | +19.8% | +16.3% |
| YTD | -9.8% | +6.7% | -16.5% | -17.3% |
| 1Y | -1.3% | +23.6% | -24.9% | +6.4% |
| All | -1.3% | +21.8% | -23.1% | +6.4% |
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