NEE
NextEra Energy Inc
TREND FOLLOWING PERFORMANCE HISTORY
2026-04-29
Trading Style:
Strategy:
NEE Quality Metrics & KPI Summary
| Metric | 1Y | 5Y | 10Y | Full History | ||||
|---|---|---|---|---|---|---|---|---|
| Strategy | B&H | Strategy | B&H | Strategy | B&H | Strategy | B&H | |
| CAGR | 43.74% | 44.23% | 8.15% | 6.78% | 15.82% | 15.25% | 9.91% | 12.88% |
| Sharpe Ratio | 1.49 | 1.51 | 0.42 | 0.25 | 0.76 | 0.56 | 0.60 | 0.57 |
| Max Drawdown | -10.75% | -10.75% | -23.86% | -44.97% | -24.17% | -44.97% | -44.86% | -47.81% |
| % Time Invested | 99.2% | 100.0% | 55.7% | 100.0% | 76.6% | 100.0% | 67.2% | 100.0% |
| Trades / Year | 0.0 | 0.0 | 1.4 | 0.0 | 0.9 | 0.0 | 0.9 | 0.0 |
Trade History
| Entry Date | Exit Date | Type | Allocation | Entry Price | Exit Price | Net Return % | Exit Reason |
|---|---|---|---|---|---|---|---|
| 2025-05-01 | Open | Open | 100% | $65.54 | $94.17 | 43.68% | Mark-to-Market |
| 2025-04-08 | 2025-05-01 | Interest | 100% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2025-02-06 | 2025-04-08 | Completed | 100% | $66.84 | $64.51 | -3.49% | Stop |
| 2025-01-14 | 2025-02-06 | Interest | 100% | $1.00 | $1.00 | 0.28% | Interest Income |
| 2024-11-27 | 2025-01-14 | Completed | 100% | $75.25 | $64.51 | -14.27% | Stop |
| 2024-07-16 | 2024-11-27 | Interest | 100% | $1.00 | $1.02 | 1.50% | Interest Income |
| 2024-07-12 | 2024-07-16 | Completed | 100% | $71.30 | $68.01 | -4.61% | Stop |
| 2024-04-30 | 2024-07-12 | Interest | 100% | $1.00 | $1.01 | 0.86% | Interest Income |
| 2024-04-26 | 2024-04-30 | Completed | 100% | $63.49 | $63.19 | -0.48% | Signal |
| 2022-12-29 | 2024-04-26 | Interest | 100% | $1.00 | $1.05 | 5.34% | Interest Income |
| 2022-11-01 | 2022-12-29 | Completed | 100% | $70.81 | $76.21 | 7.63% | Signal |
| 2022-10-10 | 2022-11-01 | Interest | 100% | $1.00 | $1.00 | 0.25% | Interest Income |
| 2022-05-17 | 2022-10-10 | Completed | 100% | $63.54 | $69.76 | 9.79% | Stop |
| 2022-04-25 | 2022-05-17 | Interest | 100% | $1.00 | $1.00 | 0.18% | Interest Income |
| 2022-02-16 | 2022-04-25 | Completed | 100% | $66.96 | $66.32 | -0.96% | Stop |
| 2022-01-25 | 2022-02-16 | Interest | 100% | $1.00 | $1.00 | 0.12% | Interest Income |
| 2021-03-18 | 2022-01-25 | Completed | 100% | $64.14 | $69.69 | 8.66% | Stop |
| 2021-02-24 | 2021-03-18 | Interest | 100% | $1.00 | $1.00 | 0.10% | Interest Income |
| 2020-04-03 | 2021-02-24 | Completed | 100% | $48.20 | $65.40 | 35.70% | Stop |
| 2020-03-12 | 2020-04-03 | Interest | 100% | $1.00 | $1.00 | 0.05% | Interest Income |
| 2011-09-01 | 2020-03-12 | Completed | 100% | $9.49 | $46.51 | 390.29% | Stop |
| 2011-08-10 | 2011-09-01 | Interest | 100% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2011-03-16 | 2011-08-10 | Completed | 100% | $8.80 | $8.47 | -3.75% | Stop |
| 2010-10-11 | 2011-03-16 | Interest | 100% | $1.00 | $1.01 | 1.35% | Interest Income |
| 2010-05-17 | 2010-10-11 | Completed | 100% | $8.31 | $8.80 | 5.91% | Signal |
| 2009-03-23 | 2010-05-17 | Interest | 100% | $1.00 | $1.04 | 4.05% | Interest Income |
| 2009-03-19 | 2009-03-23 | Completed | 100% | $7.57 | $7.62 | 0.68% | Signal |
| 2008-12-03 | 2009-03-19 | Interest | 100% | $1.00 | $1.01 | 0.75% | Interest Income |
| 2008-11-04 | 2008-12-03 | Completed | 100% | $7.03 | $6.76 | -3.88% | Signal |
| 2008-10-13 | 2008-11-04 | Interest | 100% | $1.00 | $1.00 | 0.24% | Interest Income |
| 2008-10-09 | 2008-10-13 | Completed | 100% | $6.30 | $6.01 | -4.68% | Stop |
| 2008-09-17 | 2008-10-09 | Interest | 100% | $1.00 | $1.00 | 0.23% | Interest Income |
| 2008-08-29 | 2008-09-17 | Completed | 100% | $9.08 | $7.77 | -14.46% | Stop |
| 2008-08-07 | 2008-08-29 | Interest | 100% | $1.00 | $1.00 | 0.24% | Interest Income |
| 2008-02-14 | 2008-08-07 | Completed | 100% | $9.42 | $8.49 | -9.88% | Stop |
| 2008-01-23 | 2008-02-14 | Interest | 100% | $1.00 | $1.00 | 0.23% | Interest Income |
| 2007-07-30 | 2008-01-23 | Completed | 100% | $8.20 | $8.63 | 5.26% | Stop |
| 2007-07-06 | 2007-07-30 | Interest | 100% | $1.00 | $1.00 | 0.31% | Interest Income |
| 2006-03-01 | 2007-07-06 | Completed | 100% | $5.75 | $8.17 | 41.92% | Stop |
| 2006-02-06 | 2006-03-01 | Interest | 100% | $1.00 | $1.00 | 0.28% | Interest Income |
| 2003-01-29 | 2006-02-06 | Completed | 100% | $3.57 | $5.60 | 56.99% | Stop |
| 2002-03-21 | 2003-01-29 | Interest | 100% | $1.00 | $1.04 | 3.80% | Interest Income |
| 2001-08-16 | 2002-03-21 | Completed | 100% | $3.09 | $3.47 | 12.25% | Signal |
| 2001-07-25 | 2001-08-16 | Interest | 100% | $1.00 | $1.00 | 0.32% | Interest Income |
| 2001-04-18 | 2001-07-25 | Completed | 100% | $3.61 | $3.08 | -14.82% | Stop |
| 2001-03-26 | 2001-04-18 | Interest | 100% | $1.00 | $1.00 | 0.31% | Interest Income |
| 2001-02-06 | 2001-03-26 | Completed | 100% | $3.32 | $3.32 | -0.00% | Stop |
| 2001-01-12 | 2001-02-06 | Interest | 100% | $1.00 | $1.00 | 0.32% | Interest Income |
| 2000-12-28 | 2001-01-12 | Completed | 100% | $4.07 | $3.28 | -19.27% | Stop |
| 2000-09-20 | 2000-12-28 | Interest | 100% | $1.00 | $1.02 | 1.51% | Interest Income |
| 2000-09-13 | 2000-09-20 | Completed | 100% | $3.44 | $3.43 | -0.51% | Signal |
| 1999-09-01 | 2000-09-13 | Interest | 100% | $1.00 | $1.06 | 6.39% | Interest Income |
| 1999-02-24 | 1999-09-01 | Completed | 100% | $2.80 | $2.90 | 3.76% | Signal |
| 1999-02-01 | 1999-02-24 | Interest | 100% | $1.00 | $1.00 | 0.31% | Interest Income |
| 1998-11-17 | 1999-02-01 | Completed | 100% | $3.31 | $2.87 | -13.49% | Stop |
| 1998-10-26 | 1998-11-17 | Interest | 100% | $1.00 | $1.00 | 0.30% | Interest Income |
| 1995-08-09 | 1998-10-26 | Completed | 100% | $1.76 | $3.14 | 78.16% | Stop |
| 1994-12-05 | 1995-08-09 | Interest | 100% | $1.00 | $1.05 | 4.71% | Interest Income |
| 1994-12-01 | 1994-12-05 | Completed | 100% | $1.57 | $1.57 | -0.00% | Signal |
| 1994-06-17 | 1994-12-01 | Interest | 100% | $1.00 | $1.03 | 3.39% | Interest Income |
| 1994-06-02 | 1994-06-17 | Completed | 100% | $1.38 | $1.35 | -2.35% | Signal |
| 1994-05-10 | 1994-06-02 | Interest | 100% | $1.00 | $1.00 | 0.44% | Interest Income |
| 1994-03-16 | 1994-05-10 | Completed | 100% | $1.49 | $1.22 | -18.28% | Stop |
| 1994-02-22 | 1994-03-16 | Interest | 100% | $1.00 | $1.00 | 0.39% | Interest Income |
| 1991-11-13 | 1994-02-22 | Completed | 100% | $1.26 | $1.44 | 14.10% | Stop |
| 1990-10-30 | 1991-11-13 | Interest | 100% | $1.00 | $1.08 | 8.37% | Interest Income |
| 1990-09-19 | 1990-10-30 | Completed | 100% | $0.93 | $0.93 | 0.45% | Signal |
| 1990-08-27 | 1990-09-19 | Interest | 100% | $1.00 | $1.01 | 0.54% | Interest Income |
| 1990-05-15 | 1990-08-27 | Completed | 100% | $1.04 | $0.93 | -10.44% | Stop |
| 1990-04-23 | 1990-05-15 | Interest | 100% | $1.00 | $1.01 | 0.54% | Interest Income |
| 1989-04-21 | 1990-04-23 | Completed | 100% | $0.91 | $0.99 | 8.59% | Stop |
| 1987-11-24 | 1989-04-21 | Interest | 100% | $1.00 | $1.11 | 11.36% | Interest Income |
| 1987-11-11 | 1987-11-24 | Completed | 100% | $0.82 | $0.82 | -0.73% | Signal |
| 1987-10-20 | 1987-11-11 | Interest | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1987-05-06 | 1987-10-20 | Completed | 100% | $0.78 | $0.77 | -1.71% | Stop |
| 1987-04-13 | 1987-05-06 | Interest | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1986-10-06 | 1987-04-13 | Completed | 100% | $0.78 | $0.78 | -0.58% | Stop |
| 1986-09-12 | 1986-10-06 | Interest | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1985-08-21 | 1986-09-12 | Completed | 100% | $0.59 | $0.79 | 34.76% | Stop |
| 1985-07-30 | 1985-08-21 | Interest | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1981-12-07 | 1985-07-30 | Completed | 100% | $0.28 | $0.55 | 96.30% | Stop |
| 1981-11-12 | 1981-12-07 | Interest | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1981-11-06 | 1981-11-12 | Completed | 100% | $0.29 | $0.30 | 2.51% | Signal |
| 1981-06-19 | 1981-11-06 | Interest | 100% | $1.00 | $1.03 | 3.02% | Interest Income |
| 1981-06-17 | 1981-06-19 | Completed | 100% | $0.29 | $0.29 | -0.41% | Signal |
| 1980-04-28 | 1981-06-17 | Interest | 100% | $1.00 | $1.09 | 9.09% | Interest Income |
| 1980-04-24 | 1980-04-28 | Completed | 100% | $0.26 | $0.26 | -0.00% | Signal |
| 1977-01-25 | 1980-04-24 | Interest | 100% | $1.00 | $1.28 | 28.23% | Interest Income |
| 1976-06-15 | 1977-01-25 | Completed | 100% | $0.23 | $0.27 | 15.79% | Signal |
| 1976-05-21 | 1976-06-15 | Interest | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1976-03-29 | 1976-05-21 | Completed | 100% | $0.24 | $0.21 | -11.22% | Stop |
| 1976-03-05 | 1976-03-29 | Interest | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1975-11-07 | 1976-03-05 | Completed | 100% | $0.25 | $0.23 | -6.73% | Stop |
| 1975-05-01 | 1975-11-07 | Interest | 100% | $1.00 | $1.04 | 4.08% | Interest Income |
Return Distribution Analysis
