+244.8%
NEE vs SCCO
+1,104.1%
-859.2%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | +0.2% | -0.1% |
| 7D | -1.3% | -2.7% | +1.3% | -1.0% |
| 30D | -3.3% | -0.7% | -2.6% | -3.5% |
| 3M | -2.3% | +8.1% | -10.3% | -3.8% |
| 6M | -8.9% | +4.1% | -13.0% | -10.5% |
| YTD | +4.8% | +41.1% | -36.4% | -2.4% |
| 1Y | +18.7% | +95.6% | -76.8% | +4.6% |
| 3Y | +33.2% | +179.3% | -146.0% | +8.5% |
| 5Y | +10.9% | +308.3% | -297.4% | -16.5% |
| All | +244.8% | +1,104.1% | -859.2% | +109.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SCCO.
Daily Out/Under-Performance
Portfolio return minus SCCO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SCCO 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 SCCO 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