+4.7%
CMCSA vs NEE
+289.4%
-284.7%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.2% | +1.7% | +1.5% |
| 7D | +3.2% | -2.1% | +5.3% | +3.9% |
| 30D | +19.5% | +8.6% | +10.9% | +16.5% |
| 3M | -2.4% | -0.3% | -2.1% | -2.3% |
| 6M | +3.8% | -8.9% | +12.8% | +6.8% |
| YTD | -5.4% | +8.3% | -13.7% | -8.0% |
| 1Y | +1.1% | +4.3% | -3.1% | -0.5% |
| 3Y | -27.1% | +70.7% | -97.9% | -41.2% |
| 5Y | -40.3% | +12.8% | -53.1% | -45.0% |
| All | +4.7% | +289.4% | -284.7% | -29.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NEE.
Daily Out/Under-Performance
Portfolio return minus NEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NEE 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 NEE 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