+7,386.6%
NEE vs CDNS
+6,740.2%
+646.4%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.1% | +2.9% | 0.0% |
| 7D | -2.1% | +1.0% | -3.1% | -2.2% |
| 30D | +8.6% | -2.0% | +10.6% | +8.7% |
| 3M | -0.3% | -0.2% | -0.1% | -0.5% |
| 6M | -8.9% | -8.9% | 0.0% | -8.7% |
| YTD | +8.3% | +3.3% | +5.0% | +7.1% |
| 1Y | +4.3% | +2.2% | +2.0% | +3.1% |
| 3Y | +70.7% | +22.4% | +48.4% | +64.2% |
| 5Y | +12.8% | +78.0% | -65.2% | +4.3% |
| 10Y | +287.2% | +1,175.2% | -888.0% | +209.6% |
| All | +7,386.6% | +6,740.2% | +646.4% | +4,959.5% |
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