+10.1%
NEE vs RRC
+154.4%
-144.2%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.4% | -1.0% | -1.4% |
| 7D | -0.5% | -1.7% | +1.2% | -0.4% |
| 30D | -1.7% | +3.6% | -5.3% | -2.1% |
| 3M | -1.8% | +8.8% | -10.7% | -2.8% |
| 6M | -8.8% | +0.8% | -9.6% | -9.1% |
| YTD | +5.2% | +19.0% | -13.8% | +2.9% |
| 1Y | +21.3% | +22.9% | -1.6% | +18.2% |
| 3Y | +35.2% | +32.3% | +2.9% | +29.7% |
| 5Y | +10.1% | +151.6% | -141.4% | +7.1% |
| All | +10.1% | +154.4% | -144.2% | +7.1% |
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