+7,238.0%
NEE vs COO
+5,988.7%
+1,249.3%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.5% | +0.7% | -0.7% |
| 7D | +1.9% | -2.2% | +4.2% | +2.1% |
| 30D | -2.2% | -7.0% | +4.9% | -1.8% |
| 3M | -1.2% | +12.2% | -13.4% | -1.8% |
| 6M | -8.6% | -15.1% | +6.6% | -7.9% |
| YTD | +6.2% | -15.1% | +21.3% | +6.9% |
| 1Y | +21.1% | +2.3% | +18.8% | +20.8% |
| 3Y | +36.4% | -23.7% | +60.1% | +37.6% |
| 5Y | +11.4% | -38.9% | +50.3% | +13.2% |
| 10Y | +250.0% | +49.9% | +200.1% | +244.2% |
| All | +7,238.0% | +5,988.7% | +1,249.3% | +6,818.4% |
Cumulative growth
Daily Returns
Daily percentage return beside COO.
Daily Out/Under-Performance
Portfolio return minus COO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COO 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 COO 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