+162.3%
SOXL vs NEE
+9.6%
+152.7%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -0.2% | +5.4% | +5.4% |
| 7D | +3.9% | -1.3% | +5.2% | +4.9% |
| 30D | -14.3% | -3.3% | -11.0% | -12.2% |
| 3M | -45.6% | -2.3% | -43.4% | -45.1% |
| 6M | +117.2% | -8.9% | +126.0% | +129.3% |
| YTD | +189.8% | +4.8% | +185.1% | +173.7% |
| 1Y | +317.7% | +18.7% | +299.0% | +259.5% |
| 3Y | +478.6% | +33.2% | +445.4% | +300.4% |
| All | +162.3% | +9.6% | +152.7% | +127.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling