+15.6%
NEE vs CG
-16.6%
+32.2%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.4% | +0.8% | -0.5% |
| 7D | +2.3% | +2.0% | +0.3% | +1.9% |
| 30D | +11.5% | +8.5% | +3.0% | +10.0% |
| 3M | +2.6% | -12.1% | +14.8% | +4.3% |
| 6M | -6.0% | -16.4% | +10.5% | -3.8% |
| YTD | +9.8% | -28.0% | +37.8% | +14.3% |
| 1Y | +4.7% | -18.9% | +23.6% | +6.7% |
| 3Y | +71.0% | +51.2% | +19.8% | +43.8% |
| All | +15.6% | -16.6% | +32.2% | +9.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CG.
Daily Out/Under-Performance
Portfolio return minus CG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CG 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 CG 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