+284.2%
NEE vs CPB
-38.9%
+323.1%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +3.2% | -3.4% | -1.0% |
| 7D | -2.1% | -1.6% | -0.5% | -1.7% |
| 30D | +8.6% | +19.2% | -10.6% | +4.1% |
| 3M | -0.3% | -0.9% | +0.7% | -0.4% |
| 6M | -8.9% | +15.2% | -24.2% | -12.7% |
| YTD | +8.3% | -13.1% | +21.4% | +10.9% |
| 1Y | +4.3% | -22.4% | +26.7% | +9.8% |
| 3Y | +70.7% | -35.3% | +106.0% | +86.7% |
| 5Y | +12.8% | -33.0% | +45.8% | +21.1% |
| All | +284.2% | -38.9% | +323.1% | +290.2% |
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