+7,169.4%
NEE vs CDE
-89.6%
+7,259.0%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CDE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.6% | -3.1% | -1.5% |
| 7D | -0.5% | -2.0% | +1.4% | -0.5% |
| 30D | -1.7% | +15.7% | -17.4% | -2.4% |
| 3M | -1.8% | +30.5% | -32.4% | -3.3% |
| 6M | -8.8% | -7.4% | -1.4% | -9.1% |
| YTD | +5.2% | +17.9% | -12.7% | +3.5% |
| 1Y | +21.3% | +46.7% | -25.4% | +17.7% |
| 3Y | +35.2% | +851.3% | -816.1% | +18.6% |
| 5Y | +10.1% | +202.9% | -192.8% | -0.4% |
| 10Y | +253.2% | +58.2% | +195.0% | +212.5% |
| All | +7,169.4% | -89.6% | +7,259.0% | +5,902.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling