+365.4%
STX vs NEE
+19.1%
+346.3%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -0.7% | +7.1% | +6.4% |
| 7D | +2.4% | +1.9% | +0.4% | +2.0% |
| 30D | +1.4% | -2.2% | +3.5% | +1.7% |
| 3M | -8.2% | -1.2% | -7.0% | -8.6% |
| 6M | +127.0% | -8.6% | +135.6% | +131.8% |
| YTD | +209.1% | +6.2% | +203.0% | +200.3% |
| 1Y | +365.4% | +21.1% | +344.3% | +328.5% |
| All | +365.4% | +19.1% | +346.3% | +328.5% |
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