+7,238.0%
NEE vs CCEP
+6,869.6%
+368.3%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.1% | +2.4% | -0.2% |
| 7D | +1.9% | -3.1% | +5.0% | +2.5% |
| 30D | -2.2% | -2.6% | +0.4% | -1.7% |
| 3M | -1.2% | +14.9% | -16.1% | -3.8% |
| 6M | -8.6% | +2.3% | -10.8% | -9.2% |
| YTD | +6.2% | +17.8% | -11.7% | +2.7% |
| 1Y | +21.1% | +24.2% | -3.1% | +15.9% |
| 3Y | +36.4% | +84.7% | -48.3% | +21.4% |
| 5Y | +11.4% | +103.2% | -91.8% | -3.4% |
| 10Y | +250.0% | +257.4% | -7.4% | +171.5% |
| All | +7,238.0% | +6,869.6% | +368.3% | +3,571.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling