+92.7%
STX vs NEE
+4.5%
+88.2%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.0% | -0.3% | +10.3% | +9.9% |
| 7D | -1.0% | -2.8% | +1.8% | -1.5% |
| 30D | -26.8% | +9.5% | -36.3% | -26.0% |
| 3M | -32.7% | +1.0% | -33.8% | -30.8% |
| 6M | -33.7% | -8.0% | -25.8% | -28.7% |
| YTD | +101.0% | +9.4% | +91.5% | +85.7% |
| 1Y | +92.7% | +3.1% | +89.5% | +89.3% |
| All | +92.7% | +4.5% | +88.2% | +89.3% |
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