+7,273.1%
NEE vs CLX
+2,347.6%
+4,925.6%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CLX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.6% | +2.0% | +0.8% |
| 7D | +1.1% | -3.5% | +4.6% | +1.9% |
| 30D | -0.2% | -11.9% | +11.6% | +2.6% |
| 3M | +0.5% | -2.6% | +3.2% | +0.8% |
| 6M | -6.5% | -18.2% | +11.6% | -2.9% |
| YTD | +6.7% | -5.9% | +12.6% | +7.2% |
| 1Y | +23.6% | -23.8% | +47.4% | +30.1% |
| 3Y | +37.1% | -33.6% | +70.7% | +48.1% |
| 5Y | +10.9% | -35.7% | +46.6% | +18.8% |
| 10Y | +245.4% | -2.5% | +247.9% | +233.0% |
| All | +7,273.1% | +2,347.6% | +4,925.6% | +3,956.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CLX.
Daily Out/Under-Performance
Portfolio return minus CLX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CLX 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 CLX 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