+245.4%
NEE vs CDNS
+1,042.5%
-797.2%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.1% | -0.4% | -0.3% |
| 7D | -1.9% | -6.5% | +4.6% | -0.8% |
| 30D | -3.1% | -13.0% | +9.9% | -0.9% |
| 3M | -2.4% | -26.0% | +23.6% | +2.6% |
| 6M | -8.6% | -2.8% | -5.8% | -9.8% |
| YTD | +4.9% | -8.8% | +13.8% | +4.4% |
| 1Y | +19.4% | -15.8% | +35.2% | +20.5% |
| 3Y | +34.9% | +19.7% | +15.1% | +18.6% |
| 5Y | +11.0% | +70.8% | -59.7% | -15.3% |
| All | +245.4% | +1,042.5% | -797.2% | +62.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CDNS.
Daily Out/Under-Performance
Portfolio return minus CDNS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CDNS 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 10y: compounded portfolio wealth divided by compounded CDNS 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…
10y analysis · Full analysis span regression · 6 months rolling