+253.2%
NEE vs RCL
+341.7%
-88.5%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.8% | +0.4% | -1.3% |
| 7D | -0.5% | -2.2% | +1.7% | -0.4% |
| 30D | -1.7% | -15.7% | +14.0% | -0.3% |
| 3M | -1.8% | -8.0% | +6.1% | -1.3% |
| 6M | -8.8% | -10.1% | +1.3% | -8.4% |
| YTD | +5.2% | -5.9% | +11.1% | +4.9% |
| 1Y | +21.3% | -23.5% | +44.8% | +23.0% |
| 3Y | +35.2% | +174.4% | -139.2% | +20.3% |
| 5Y | +10.1% | +227.1% | -217.0% | -6.2% |
| 10Y | +253.2% | +342.5% | -89.3% | +163.5% |
| All | +253.2% | +341.7% | -88.5% | +163.5% |
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