+284.2%
NEE vs CIEN
+1,159.7%
-875.5%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CIEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -4.6% | +4.4% | +0.2% |
| 7D | -2.1% | +15.3% | -17.4% | -3.4% |
| 30D | +8.6% | -22.0% | +30.6% | +10.3% |
| 3M | -0.3% | -36.6% | +36.4% | +2.8% |
| 6M | -8.9% | -51.5% | +42.5% | -4.2% |
| YTD | +8.3% | +20.0% | -11.6% | +2.2% |
| 1Y | +4.3% | +44.5% | -40.2% | -4.0% |
| 3Y | +70.7% | +539.0% | -468.3% | +23.5% |
| 5Y | +12.8% | +356.8% | -344.0% | -16.0% |
| All | +284.2% | +1,159.7% | -875.5% | +162.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CIEN.
Daily Out/Under-Performance
Portfolio return minus CIEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CIEN 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 10y: compounded portfolio wealth divided by compounded CIEN 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…
10y analysis · Full analysis span regression · 6 months rolling