+11.4%
NEE vs CORZ
-41.7%
+53.0%
-21.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -10.4% | +15.3% | +4.7% |
| 7D | +9.2% | -14.9% | +24.1% | +9.0% |
| 30D | +16.0% | -23.1% | +39.1% | +15.9% |
| 3M | +2.2% | -44.1% | +46.3% | +2.2% |
| 6M | -6.0% | -39.5% | +33.5% | -6.3% |
| YTD | +12.6% | -12.4% | +24.9% | +11.1% |
| 1Y | +11.4% | -41.3% | +52.7% | +10.6% |
| All | +11.4% | -41.7% | +53.0% | +10.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CORZ.
Daily Out/Under-Performance
Portfolio return minus CORZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CORZ 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 1y: compounded portfolio wealth divided by compounded CORZ 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…
1y analysis · Full analysis span regression · 6 months rolling