+988.3%
XLE vs NEE
+2,591.6%
-1,603.3%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.5% | +1.5% | +0.6% |
| 7D | -12.0% | +3.9% | -15.9% | -13.7% |
| 30D | -2.7% | +12.8% | -15.6% | -8.2% |
| 3M | +6.6% | +3.6% | +3.0% | +4.5% |
| 6M | +9.5% | -7.5% | +17.0% | +12.6% |
| YTD | +40.6% | +10.7% | +29.9% | +32.5% |
| 1Y | +43.6% | +9.1% | +34.5% | +36.1% |
| 3Y | +58.1% | +61.0% | -2.9% | +19.8% |
| 5Y | +152.2% | +16.3% | +135.9% | +114.6% |
| 10Y | +172.9% | +264.6% | -91.7% | +17.6% |
| All | +988.3% | +2,591.6% | -1,603.3% | +66.0% |
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