+292.5%
NEE vs RCL
+374.5%
-82.0%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.9% | -1.5% | -0.8% |
| 7D | +2.3% | +8.5% | -6.2% | +1.6% |
| 30D | +11.5% | +20.4% | -8.9% | +9.7% |
| 3M | +2.6% | +11.0% | -8.4% | +1.6% |
| 6M | -6.0% | +24.9% | -30.8% | -8.0% |
| YTD | +9.8% | +23.9% | -14.1% | +6.9% |
| 1Y | +4.7% | +30.8% | -26.1% | +1.3% |
| 3Y | +71.0% | +270.4% | -199.4% | +48.2% |
| 5Y | +15.8% | +296.1% | -280.3% | -3.1% |
| All | +292.5% | +374.5% | -82.0% | +183.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RCL.
Daily Out/Under-Performance
Portfolio return minus RCL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RCL 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 RCL 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