+123.8%
STX vs NEE
+11.3%
+112.5%
-49.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | +4.9% | -13.0% | -7.2% |
| 7D | -20.2% | +9.2% | -29.4% | -19.2% |
| 30D | -37.2% | +16.0% | -53.2% | -36.7% |
| 3M | -34.1% | +2.2% | -36.2% | -31.7% |
| 6M | -24.5% | -6.0% | -18.4% | -18.2% |
| YTD | +102.9% | +12.6% | +90.4% | +88.8% |
| 1Y | +123.8% | +11.4% | +112.4% | +103.0% |
| All | +123.8% | +11.3% | +112.5% | +103.0% |
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