+35.7%
NEE vs CCJ
+176.9%
-141.2%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CCJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.2% | -0.7% | +0.4% |
| 7D | +1.1% | +5.9% | -4.8% | +0.8% |
| 30D | -0.2% | +4.7% | -4.9% | -0.5% |
| 3M | +0.5% | -3.3% | +3.8% | +0.6% |
| 6M | -6.5% | -7.0% | +0.5% | -6.4% |
| YTD | +6.7% | +11.5% | -4.8% | +5.8% |
| 1Y | +23.6% | +32.3% | -8.7% | +21.1% |
| All | +35.7% | +176.9% | -141.2% | +16.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CCJ.
Daily Out/Under-Performance
Portfolio return minus CCJ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CCJ 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 3y: compounded portfolio wealth divided by compounded CCJ 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…
3y analysis · Full analysis span regression · 6 months rolling