+8.9%
CRCL vs NEE
+21.4%
-12.5%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.2% | +0.5% | +0.3% |
| 7D | -11.2% | -1.3% | -9.9% | -11.2% |
| 30D | +27.1% | -3.3% | +30.4% | +27.0% |
| 3M | +9.6% | -2.3% | +11.9% | +9.5% |
| 6M | -19.7% | -8.9% | -10.8% | -20.0% |
| YTD | +14.2% | +4.8% | +9.5% | +7.6% |
| 1Y | -32.2% | +18.7% | -51.0% | -36.2% |
| All | +8.9% | +21.4% | -12.5% | +1.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling