+33.2%
NEE vs CDE
+807.6%
-774.4%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CDE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.2% | -1.3% | -0.3% |
| 7D | -1.3% | -3.1% | +1.8% | -1.1% |
| 30D | -3.3% | +9.5% | -12.8% | -4.1% |
| 3M | -2.3% | +25.5% | -27.7% | -4.5% |
| 6M | -8.9% | -7.9% | -1.0% | -9.1% |
| YTD | +4.8% | +15.6% | -10.8% | +1.5% |
| 1Y | +18.7% | +34.0% | -15.3% | +12.3% |
| 3Y | +33.2% | +791.9% | -758.7% | -13.0% |
| All | +33.2% | +807.6% | -774.4% | -13.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CDE.
Daily Out/Under-Performance
Portfolio return minus CDE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CDE 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 CDE 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