+152.9%
NEE vs CLBK
+65.5%
+87.5%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.1% | -0.1% | -0.1% |
| 7D | -1.3% | -1.5% | +0.1% | -1.1% |
| 30D | -3.3% | -1.0% | -2.3% | -3.1% |
| 3M | -2.3% | +22.9% | -25.2% | -6.2% |
| 6M | -8.9% | +44.2% | -53.1% | -15.3% |
| YTD | +4.8% | +64.0% | -59.2% | -5.3% |
| 1Y | +18.7% | +65.7% | -46.9% | +6.8% |
| 3Y | +33.2% | +54.1% | -20.8% | +18.9% |
| 5Y | +10.9% | +44.7% | -33.8% | -4.5% |
| All | +152.9% | +65.5% | +87.5% | +93.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CLBK.
Daily Out/Under-Performance
Portfolio return minus CLBK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CLBK 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 CLBK 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