+23.6%
NEE vs CB
+22.5%
+1.1%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.4% | +1.9% | +0.7% |
| 7D | +1.1% | -0.6% | +1.7% | +1.2% |
| 30D | -0.2% | -3.9% | +3.7% | +0.4% |
| 3M | +0.5% | +4.9% | -4.4% | -0.7% |
| 6M | -6.5% | +3.3% | -9.8% | -7.4% |
| YTD | +6.7% | +8.5% | -1.8% | +5.2% |
| 1Y | +23.6% | +22.1% | +1.5% | +20.7% |
| All | +23.6% | +22.5% | +1.1% | +20.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling