+284.2%
NEE vs JCI
+291.9%
-7.7%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.3% | +2.1% | +0.4% |
| 7D | -2.1% | +3.2% | -5.3% | -2.9% |
| 30D | +8.6% | -8.6% | +17.2% | +10.5% |
| 3M | -0.3% | -7.7% | +7.5% | +1.0% |
| 6M | -8.9% | -2.6% | -6.4% | -9.6% |
| YTD | +8.3% | +17.4% | -9.0% | +1.6% |
| 1Y | +4.3% | +16.9% | -12.7% | -2.2% |
| 3Y | +70.7% | +186.7% | -116.0% | +17.0% |
| 5Y | +12.8% | +95.4% | -82.6% | -14.0% |
| All | +284.2% | +291.9% | -7.7% | +109.6% |
Cumulative growth
Daily Returns
Daily percentage return beside JCI.
Daily Out/Under-Performance
Portfolio return minus JCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JCI 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 JCI 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