+5,712.0%
NEE vs RCL
+5,811.4%
-99.3%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.4% | +1.0% | -0.2% |
| 7D | -2.8% | +0.6% | -3.4% | -2.9% |
| 30D | +9.5% | +19.4% | -9.9% | +7.6% |
| 3M | +1.0% | +9.8% | -8.7% | 0.0% |
| 6M | -8.0% | +28.6% | -36.6% | -10.5% |
| YTD | +9.4% | +22.2% | -12.7% | +6.3% |
| 1Y | +3.1% | +29.7% | -26.6% | -0.5% |
| 3Y | +70.5% | +265.3% | -194.8% | +46.2% |
| 5Y | +15.2% | +301.8% | -286.5% | -4.9% |
| 10Y | +291.2% | +360.5% | -69.3% | +192.1% |
| All | +5,712.0% | +5,811.4% | -99.3% | +3,122.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling