+7,401.6%
NEE vs CCEP
+7,605.8%
-204.2%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.8% | 0.0% | -0.7% |
| 7D | -3.4% | -0.3% | -3.0% | -3.3% |
| 30D | +9.0% | +11.0% | -1.9% | +7.0% |
| 3M | +0.2% | +9.2% | -9.0% | -1.5% |
| 6M | -8.5% | +27.2% | -35.7% | -12.7% |
| YTD | +8.6% | +30.3% | -21.7% | +3.0% |
| 1Y | +2.2% | +28.7% | -26.5% | -2.8% |
| 3Y | +69.1% | +109.4% | -40.3% | +47.0% |
| 5Y | +13.0% | +144.1% | -131.1% | -5.1% |
| 10Y | +288.0% | +332.0% | -44.0% | +191.6% |
| All | +7,401.6% | +7,605.8% | -204.2% | +3,583.5% |
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