+1,988.4%
NEE vs XPO
+10,152.6%
-8,164.2%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.6% | +2.1% | +0.5% |
| 7D | +1.1% | +2.7% | -1.6% | +1.0% |
| 30D | -0.2% | -6.2% | +6.0% | 0.0% |
| 3M | +0.5% | -15.4% | +15.9% | +1.2% |
| 6M | -6.5% | +0.7% | -7.3% | -6.7% |
| YTD | +6.7% | +39.8% | -33.1% | +4.8% |
| 1Y | +23.6% | +43.3% | -19.7% | +21.1% |
| 3Y | +37.1% | +166.0% | -128.9% | +29.3% |
| 5Y | +10.9% | +274.2% | -263.2% | +1.7% |
| 10Y | +245.4% | +1,429.0% | -1,183.7% | +199.9% |
| All | +1,988.4% | +10,152.6% | -8,164.2% | +1,635.8% |
Cumulative growth
Daily Returns
Daily percentage return beside XPO.
Daily Out/Under-Performance
Portfolio return minus XPO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XPO 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded XPO 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling