-64.8%
AAL vs NEE
+251.4%
-316.2%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.2% | +1.4% | +1.3% |
| 7D | -0.9% | -1.3% | +0.4% | -0.6% |
| 30D | -12.9% | -3.3% | -9.5% | -12.1% |
| 3M | -11.2% | -2.3% | -8.9% | -10.7% |
| 6M | +17.8% | -8.9% | +26.7% | +20.4% |
| YTD | -15.1% | +4.8% | -19.9% | -16.8% |
| 1Y | +0.5% | +18.7% | -18.3% | -5.0% |
| 3Y | -7.7% | +33.2% | -40.9% | -17.9% |
| 5Y | -31.3% | +10.9% | -42.2% | -36.3% |
| All | -64.8% | +251.4% | -316.2% | -72.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling