+7,401.6%
NEE vs JCI
+2,298.1%
+5,103.4%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.4% | +0.6% | -0.6% |
| 7D | -3.4% | +8.4% | -11.8% | -4.5% |
| 30D | +9.0% | -8.9% | +17.9% | +10.1% |
| 3M | +0.2% | -6.4% | +6.6% | +0.7% |
| 6M | -8.5% | +1.6% | -10.1% | -9.3% |
| YTD | +8.6% | +20.1% | -11.5% | +4.9% |
| 1Y | +2.2% | +17.2% | -15.1% | -1.0% |
| 3Y | +69.1% | +190.7% | -121.6% | +42.3% |
| 5Y | +13.0% | +99.9% | -86.9% | -0.4% |
| 10Y | +288.0% | +301.8% | -13.8% | +206.4% |
| All | +7,401.6% | +2,298.1% | +5,103.4% | +4,096.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling