-68.6%
AAL vs NEE
+289.4%
-358.0%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.2% | -0.9% | -1.0% |
| 7D | -0.1% | -2.1% | +2.0% | +0.5% |
| 30D | +11.7% | +8.6% | +3.1% | +9.2% |
| 3M | -12.5% | -0.3% | -12.3% | -12.5% |
| 6M | +3.6% | -8.9% | +12.5% | +6.1% |
| YTD | -14.1% | +8.3% | -22.4% | -16.6% |
| 1Y | +0.8% | +4.3% | -3.5% | -1.2% |
| 3Y | +11.8% | +70.7% | -58.9% | -7.6% |
| 5Y | -35.1% | +12.8% | -47.9% | -40.0% |
| All | -68.6% | +289.4% | -358.0% | -76.2% |
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 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