+357.4%
SOXL vs NEE
+19.1%
+338.2%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | -0.7% | +10.6% | +10.2% |
| 7D | +5.3% | +1.9% | +3.4% | +4.3% |
| 30D | -11.2% | -2.2% | -9.0% | -10.3% |
| 3M | -55.4% | -1.2% | -54.2% | -55.6% |
| 6M | +107.1% | -8.6% | +115.7% | +118.1% |
| YTD | +179.0% | +6.2% | +172.8% | +152.4% |
| 1Y | +357.4% | +21.1% | +336.3% | +316.8% |
| All | +357.4% | +19.1% | +338.2% | +316.8% |
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 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