+7,238.0%
NEE vs CDNS
+6,098.4%
+1,139.6%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -4.0% | +3.2% | -0.4% |
| 7D | +1.9% | -14.0% | +16.0% | +3.1% |
| 30D | -2.2% | -13.2% | +11.0% | -1.1% |
| 3M | -1.2% | -28.9% | +27.7% | +1.3% |
| 6M | -8.6% | -4.2% | -4.4% | -8.8% |
| YTD | +6.2% | -6.4% | +12.6% | +5.9% |
| 1Y | +21.1% | -16.2% | +37.3% | +21.8% |
| 3Y | +36.4% | +20.2% | +16.2% | +31.4% |
| 5Y | +11.4% | +76.6% | -65.3% | +3.2% |
| 10Y | +250.0% | +1,029.7% | -779.7% | +182.9% |
| All | +7,238.0% | +6,098.4% | +1,139.6% | +4,906.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling