+16,011.1%
STX vs NEE
+2,234.8%
+13,776.3%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -0.7% | +7.1% | +6.6% |
| 7D | +2.4% | +1.9% | +0.4% | +1.6% |
| 30D | +1.4% | -2.2% | +3.5% | +2.2% |
| 3M | -8.2% | -1.2% | -7.0% | -8.2% |
| 6M | +127.0% | -8.6% | +135.6% | +133.2% |
| YTD | +209.1% | +6.2% | +203.0% | +200.0% |
| 1Y | +365.4% | +21.1% | +344.3% | +328.9% |
| 3Y | +1,135.4% | +36.4% | +1,099.0% | +942.3% |
| 5Y | +991.5% | +11.4% | +980.1% | +883.4% |
| 10Y | +3,695.8% | +250.0% | +3,445.8% | +1,809.9% |
| All | +16,011.1% | +2,234.8% | +13,776.3% | +3,073.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling