+998.7%
XLE vs NEE
+2,570.6%
-1,571.8%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.7% | +1.1% | +0.7% |
| 7D | -6.7% | +2.3% | -9.0% | -7.8% |
| 30D | -4.4% | +11.5% | -15.9% | -9.3% |
| 3M | +4.0% | +2.6% | +1.4% | +2.4% |
| 6M | +13.2% | -6.0% | +19.1% | +15.4% |
| YTD | +41.9% | +9.8% | +32.1% | +34.3% |
| 1Y | +41.6% | +4.7% | +36.9% | +36.8% |
| 3Y | +64.0% | +71.0% | -7.1% | +20.7% |
| 5Y | +158.1% | +15.8% | +142.3% | +119.9% |
| 10Y | +163.9% | +287.3% | -123.3% | +10.1% |
| All | +998.7% | +2,570.6% | -1,571.8% | +68.2% |
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