+5,776.9%
NEE vs CB
+7,037.7%
-1,260.8%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.8% | +0.3% | -1.1% |
| 7D | +3.9% | +0.2% | +3.6% | +3.8% |
| 30D | +12.8% | +9.1% | +3.8% | +10.6% |
| 3M | +3.6% | +3.4% | +0.1% | +2.7% |
| 6M | -7.5% | +14.1% | -21.6% | -10.5% |
| YTD | +10.7% | +18.0% | -7.3% | +6.1% |
| 1Y | +9.1% | +30.1% | -21.1% | +2.2% |
| 3Y | +61.0% | +71.8% | -10.8% | +41.0% |
| 5Y | +16.3% | +101.8% | -85.6% | -2.4% |
| 10Y | +264.6% | +252.1% | +12.5% | +165.5% |
| All | +5,776.9% | +7,037.7% | -1,260.8% | +2,855.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling