+59.5%
NEE vs CORZ
+237.5%
-178.0%
-23.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +4.7% | -4.2% | +0.4% |
| 7D | +1.1% | +16.6% | -15.5% | +0.9% |
| 30D | -0.2% | -10.9% | +10.6% | -0.1% |
| 3M | +0.5% | -31.0% | +31.5% | +0.9% |
| 6M | -6.5% | +26.0% | -32.6% | -7.1% |
| YTD | +6.7% | +28.6% | -21.9% | +5.9% |
| 1Y | +23.6% | +34.5% | -10.9% | +22.5% |
| All | +59.5% | +237.5% | -178.0% | +54.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling