+11.0%
NEE vs XEL
+27.8%
-16.7%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.0% | +0.8% | +0.5% |
| 7D | -1.9% | -1.2% | -0.7% | -1.1% |
| 30D | -3.1% | -2.9% | -0.2% | -1.1% |
| 3M | -2.4% | -2.7% | +0.3% | -0.7% |
| 6M | -8.6% | -6.5% | -2.1% | -4.3% |
| YTD | +4.9% | +3.6% | +1.3% | +2.0% |
| 1Y | +19.4% | +7.5% | +11.9% | +12.6% |
| 3Y | +34.9% | +46.3% | -11.5% | +1.6% |
| 5Y | +11.0% | +30.5% | -19.5% | -8.9% |
| All | +11.0% | +27.8% | -16.7% | -8.9% |
Cumulative growth
Daily Returns
Daily percentage return beside XEL.
Daily Out/Under-Performance
Portfolio return minus XEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XEL 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 5y: compounded portfolio wealth divided by compounded XEL 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…
5y analysis · Full analysis span regression · 6 months rolling