+1,024.7%
XLE vs NEE
+2,482.6%
-1,457.9%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.7% | -0.1% | -0.5% |
| 7D | +2.2% | +1.9% | +0.3% | +1.3% |
| 30D | +11.8% | -2.2% | +13.9% | +12.8% |
| 3M | +9.8% | -1.2% | +11.0% | +10.2% |
| 6M | +15.6% | -8.6% | +24.1% | +19.5% |
| YTD | +45.3% | +6.2% | +39.1% | +40.1% |
| 1Y | +48.3% | +21.1% | +27.2% | +34.1% |
| 3Y | +55.4% | +36.4% | +19.0% | +26.7% |
| 5Y | +216.1% | +11.4% | +204.7% | +174.6% |
| 10Y | +178.4% | +250.0% | -71.6% | +22.4% |
| All | +1,024.7% | +2,482.6% | -1,457.9% | +75.5% |
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