+7,661.9%
NEE vs AXP
+6,654.6%
+1,007.3%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.3% | +2.1% | +0.2% |
| 7D | +7.4% | +0.4% | +7.0% | +7.4% |
| 30D | +13.3% | +7.0% | +6.3% | +11.8% |
| 3M | +3.5% | -6.6% | +10.1% | +4.7% |
| 6M | -7.0% | +3.5% | -10.4% | -7.8% |
| YTD | +12.3% | -11.2% | +23.5% | +14.1% |
| 1Y | +10.5% | -10.2% | +20.7% | +11.9% |
| 3Y | +62.5% | +120.0% | -57.6% | +36.4% |
| 5Y | +18.0% | +95.6% | -77.5% | -0.2% |
| 10Y | +270.1% | +468.1% | -198.1% | +146.9% |
| All | +7,661.9% | +6,654.6% | +1,007.3% | +3,287.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AXP.
Daily Out/Under-Performance
Portfolio return minus AXP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AXP 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 AXP 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