+1,102.0%
STX vs NEE
+11.1%
+1,090.9%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +0.5% | +6.0% | +6.4% |
| 7D | +10.7% | +1.1% | +9.7% | +10.5% |
| 30D | +11.3% | -0.2% | +11.5% | +11.3% |
| 3M | +3.2% | +0.5% | +2.7% | +2.8% |
| 6M | +157.0% | -6.5% | +163.5% | +160.1% |
| YTD | +229.2% | +6.7% | +222.5% | +223.1% |
| 1Y | +381.8% | +23.6% | +358.2% | +357.0% |
| 3Y | +1,383.2% | +37.1% | +1,346.0% | +1,236.0% |
| All | +1,102.0% | +11.1% | +1,090.9% | +1,051.6% |
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