+56.8%
NEE vs CORZ
+213.0%
-156.2%
-23.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -4.0% | +3.7% | -0.2% |
| 7D | -1.9% | -3.0% | +1.0% | -1.9% |
| 30D | -3.1% | -12.1% | +9.0% | -3.0% |
| 3M | -2.4% | -32.4% | +30.0% | -2.0% |
| 6M | -8.6% | +12.4% | -21.0% | -9.0% |
| YTD | +4.9% | +19.3% | -14.4% | +4.3% |
| 1Y | +19.4% | +8.6% | +10.8% | +18.7% |
| All | +56.8% | +213.0% | -156.2% | +52.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling