+49.9%
XLE vs NEE
+11.3%
+38.6%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | +4.9% | -9.6% | -5.0% |
| 7D | -7.2% | +9.2% | -16.4% | -8.0% |
| 30D | +0.1% | +16.0% | -15.8% | -1.6% |
| 3M | +9.2% | +2.2% | +7.0% | +9.2% |
| 6M | +8.4% | -6.0% | +14.4% | +10.0% |
| YTD | +44.9% | +12.6% | +32.3% | +40.2% |
| 1Y | +49.9% | +11.4% | +38.5% | +45.4% |
| All | +49.9% | +11.3% | +38.6% | +45.4% |
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