+15.8%
NEE vs CCEP
+139.0%
-123.1%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.1% | -0.7% | -0.7% |
| 7D | +2.3% | +5.4% | -3.1% | +0.7% |
| 30D | +11.5% | +12.8% | -1.3% | +7.6% |
| 3M | +2.6% | +10.9% | -8.2% | -0.5% |
| 6M | -6.0% | +25.6% | -31.6% | -12.5% |
| YTD | +9.8% | +31.0% | -21.2% | +0.7% |
| 1Y | +4.7% | +32.3% | -27.6% | -4.4% |
| 3Y | +71.0% | +110.5% | -39.5% | +35.7% |
| 5Y | +15.8% | +141.8% | -126.0% | -10.3% |
| All | +15.8% | +139.0% | -123.1% | -10.3% |
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