+11.4%
NEE vs CVS
+5.1%
+6.3%
-21.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -12.5% | +17.4% | +5.0% |
| 7D | +9.2% | -11.1% | +20.3% | +9.1% |
| 30D | +16.0% | -7.4% | +23.4% | +15.6% |
| 3M | +2.2% | -22.9% | +25.1% | +2.9% |
| 6M | -6.0% | -1.2% | -4.8% | -6.1% |
| YTD | +12.6% | +3.9% | +8.7% | +10.7% |
| 1Y | +11.4% | +5.6% | +5.8% | +10.1% |
| All | +11.4% | +5.1% | +6.3% | +10.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CVS.
Daily Out/Under-Performance
Portfolio return minus CVS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CVS 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 CVS 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