+284.2%
NEE vs CB
+250.2%
+34.0%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.1% | -1.3% | -0.6% |
| 7D | -2.1% | +2.9% | -5.0% | -3.2% |
| 30D | +8.6% | +7.3% | +1.3% | +5.7% |
| 3M | -0.3% | +9.4% | -9.7% | -3.8% |
| 6M | -8.9% | +19.6% | -28.6% | -15.5% |
| YTD | +8.3% | +21.5% | -13.1% | -0.3% |
| 1Y | +4.3% | +28.0% | -23.7% | -6.2% |
| 3Y | +70.7% | +74.9% | -4.1% | +34.8% |
| 5Y | +12.8% | +108.1% | -95.3% | -18.1% |
| All | +284.2% | +250.2% | +34.0% | +119.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CB.
Daily Out/Under-Performance
Portfolio return minus CB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CB 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 CB 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