+10.1%
NEE vs CCL
+1.3%
+8.8%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.2% | +0.7% | -1.3% |
| 7D | -0.5% | -4.4% | +3.8% | -0.3% |
| 30D | -1.7% | -18.2% | +16.5% | -0.5% |
| 3M | -1.8% | -17.7% | +15.9% | -0.7% |
| 6M | -8.8% | -13.0% | +4.2% | -8.4% |
| YTD | +5.2% | -24.5% | +29.7% | +6.5% |
| 1Y | +21.3% | -26.9% | +48.3% | +22.9% |
| 3Y | +35.2% | +50.8% | -15.6% | +26.7% |
| 5Y | +10.1% | -0.9% | +11.1% | -0.9% |
| All | +10.1% | +1.3% | +8.8% | -0.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CCL.
Daily Out/Under-Performance
Portfolio return minus CCL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CCL 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 CCL 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