+10.9%
NEE vs CCEP
+108.6%
-97.6%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.7% | -0.3% | +0.3% |
| 7D | +1.1% | -1.0% | +2.1% | +1.4% |
| 30D | -0.2% | -1.6% | +1.4% | +0.2% |
| 3M | +0.5% | +11.9% | -11.3% | -3.0% |
| 6M | -6.5% | +7.5% | -14.0% | -8.9% |
| YTD | +6.7% | +18.7% | -12.0% | +0.7% |
| 1Y | +23.6% | +21.4% | +2.2% | +15.7% |
| 3Y | +37.1% | +89.1% | -52.0% | +12.3% |
| 5Y | +10.9% | +108.7% | -97.8% | -11.6% |
| All | +10.9% | +108.6% | -97.6% | -11.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CCEP.
Daily Out/Under-Performance
Portfolio return minus CCEP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CCEP 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 5y: compounded portfolio wealth divided by compounded CCEP 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…
5y analysis · Full analysis span regression · 6 months rolling