+291.2%
NEE vs CPB
-40.1%
+331.3%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.2% | +0.9% | 0.0% |
| 7D | -2.8% | -4.1% | +1.3% | -1.8% |
| 30D | +9.5% | +16.9% | -7.4% | +5.5% |
| 3M | +1.0% | -0.6% | +1.6% | +0.8% |
| 6M | -8.0% | +11.4% | -19.4% | -11.0% |
| YTD | +9.4% | -14.8% | +24.3% | +12.6% |
| 1Y | +3.1% | -24.8% | +27.9% | +9.4% |
| 3Y | +70.5% | -36.6% | +107.1% | +87.4% |
| 5Y | +15.2% | -33.3% | +48.6% | +23.9% |
| 10Y | +291.2% | -40.4% | +331.6% | +297.4% |
| All | +291.2% | -40.1% | +331.3% | +297.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CPB.
Daily Out/Under-Performance
Portfolio return minus CPB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPB 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 10y: compounded portfolio wealth divided by compounded CPB 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…
10y analysis · Full analysis span regression · 6 months rolling