+53.8%
XLE vs NEE
+22.1%
+31.7%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.4% | +2.2% | +1.0% |
| 7D | +0.3% | -0.5% | +0.9% | +0.4% |
| 30D | +8.5% | -1.7% | +10.2% | +8.7% |
| 3M | +14.6% | -1.8% | +16.5% | +14.9% |
| 6M | +17.6% | -8.8% | +26.4% | +18.8% |
| YTD | +48.1% | +5.2% | +42.9% | +45.7% |
| 1Y | +53.8% | +21.3% | +32.4% | +49.1% |
| All | +53.8% | +22.1% | +31.7% | +49.1% |
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