+10.1%
NEE vs CDNS
+71.8%
-61.6%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.2% | -1.6% | -1.4% |
| 7D | -0.5% | -7.2% | +6.7% | +0.1% |
| 30D | -1.7% | -14.3% | +12.6% | -0.5% |
| 3M | -1.8% | -27.2% | +25.4% | +0.7% |
| 6M | -8.8% | -4.5% | -4.3% | -9.6% |
| YTD | +5.2% | -9.0% | +14.1% | +4.7% |
| 1Y | +21.3% | -21.3% | +42.7% | +23.0% |
| 3Y | +35.2% | +19.6% | +15.6% | +21.2% |
| 5Y | +10.1% | +71.5% | -61.4% | -17.0% |
| All | +10.1% | +71.8% | -61.6% | -17.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling