+4.7%
NEE vs CSGP
-55.1%
+59.8%
-21.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.9% | +2.2% | -0.6% |
| 7D | +2.3% | -3.2% | +5.5% | +2.4% |
| 30D | +11.5% | +2.2% | +9.3% | +11.7% |
| 3M | +2.6% | -3.7% | +6.3% | +2.7% |
| 6M | -6.0% | -7.4% | +1.5% | -5.9% |
| YTD | +9.8% | -54.9% | +64.7% | +11.1% |
| 1Y | +4.7% | -54.9% | +59.6% | +5.8% |
| All | +4.7% | -55.1% | +59.8% | +5.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CSGP.
Daily Out/Under-Performance
Portfolio return minus CSGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CSGP 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 1y: compounded portfolio wealth divided by compounded CSGP 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…
1y analysis · Full analysis span regression · 6 months rolling