+281.8%
QCOM vs NEE
+243.3%
+38.5%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | NEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.4% | +2.7% | +1.8% |
| 7D | +4.4% | -0.5% | +4.9% | +4.5% |
| 30D | +9.4% | -1.7% | +11.1% | +9.9% |
| 3M | -13.7% | -1.8% | -11.8% | -13.3% |
| 6M | +28.9% | -8.8% | +37.7% | +32.2% |
| YTD | +4.7% | +5.2% | -0.5% | +2.2% |
| 1Y | +13.5% | +21.3% | -7.8% | +5.5% |
| 3Y | +77.1% | +35.2% | +41.9% | +52.1% |
| 5Y | +38.9% | +10.1% | +28.8% | +28.2% |
| 10Y | +281.8% | +253.2% | +28.6% | +158.8% |
| All | +281.8% | +243.3% | +38.5% | +158.8% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling