+71.1%
NEE vs CDNS
+27.9%
+43.2%
-23.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.2% | -2.0% | -0.7% |
| 7D | -3.4% | +7.0% | -10.4% | -3.0% |
| 30D | +9.0% | -0.3% | +9.3% | +9.1% |
| 3M | +0.2% | +3.2% | -3.0% | +0.5% |
| 6M | -8.5% | -6.9% | -1.6% | -8.6% |
| YTD | +8.6% | +6.6% | +1.9% | +9.1% |
| 1Y | +2.2% | +5.6% | -3.5% | +2.6% |
| All | +71.1% | +27.9% | +43.2% | +67.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling