+2,108.4%
STX vs NEE
+287.7%
+1,820.6%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.0% | -0.3% | +10.3% | +10.1% |
| 7D | -1.0% | -2.8% | +1.8% | -0.3% |
| 30D | -26.8% | +9.5% | -36.3% | -28.6% |
| 3M | -32.7% | +1.0% | -33.8% | -33.1% |
| 6M | -33.7% | -8.0% | -25.8% | -32.7% |
| YTD | +101.0% | +9.4% | +91.5% | +94.5% |
| 1Y | +92.7% | +3.1% | +89.5% | +89.5% |
| 3Y | +708.7% | +70.5% | +638.2% | +571.1% |
| 5Y | +504.0% | +15.2% | +488.8% | +458.9% |
| 10Y | +2,108.4% | +291.2% | +1,817.2% | +1,299.7% |
| All | +2,108.4% | +287.7% | +1,820.6% | +1,299.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling