+7,238.0%
NEE vs CPB
+325.7%
+6,912.2%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.4% | +2.6% | +0.1% |
| 7D | +1.9% | -8.6% | +10.5% | +4.2% |
| 30D | -2.2% | -7.2% | +5.1% | -0.4% |
| 3M | -1.2% | +0.9% | -2.1% | -2.0% |
| 6M | -8.6% | -11.8% | +3.2% | -6.3% |
| YTD | +6.2% | -19.4% | +25.6% | +11.2% |
| 1Y | +21.1% | -30.4% | +51.5% | +31.3% |
| 3Y | +36.4% | -40.2% | +76.5% | +52.8% |
| 5Y | +11.4% | -39.5% | +50.9% | +23.1% |
| 10Y | +250.0% | -47.4% | +297.4% | +288.5% |
| All | +7,238.0% | +325.7% | +6,912.2% | +4,807.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling