+70.7%
NEE vs CLBK
+54.0%
+16.8%
-23.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.3% | -0.1% |
| 7D | -2.1% | +0.9% | -3.0% | -2.2% |
| 30D | +8.6% | +3.4% | +5.2% | +8.2% |
| 3M | -0.3% | -4.3% | +4.0% | +0.1% |
| 6M | -8.9% | +28.4% | -37.3% | -11.4% |
| YTD | +8.3% | +59.4% | -51.1% | +3.0% |
| 1Y | +4.3% | +64.8% | -60.6% | -1.2% |
| 3Y | +70.7% | +50.6% | +20.1% | +59.5% |
| All | +70.7% | +54.0% | +16.8% | +59.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling