+16.6%
NEE vs RRC
+114.1%
-97.5%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.3% | -0.4% | -0.1% |
| 7D | +2.2% | -10.3% | +12.5% | +3.4% |
| 30D | +12.3% | +19.5% | -7.2% | +9.7% |
| 3M | +3.4% | +27.9% | -24.5% | +0.1% |
| 6M | -5.3% | +21.2% | -26.5% | -7.8% |
| YTD | +10.6% | +39.6% | -29.0% | +5.7% |
| 1Y | +6.5% | +31.3% | -24.8% | +2.4% |
| 3Y | +73.5% | +51.9% | +21.6% | +62.6% |
| All | +16.6% | +114.1% | -97.5% | +9.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 5y: compounded portfolio wealth divided by compounded RRC 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…
5y analysis · Full analysis span regression · 6 months rolling