+7,273.1%
NEE vs CVS
+1,921.2%
+5,352.0%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.7% | +1.2% | +0.6% |
| 7D | +1.1% | -1.6% | +2.7% | +1.4% |
| 30D | -0.2% | +0.4% | -0.6% | -0.3% |
| 3M | +0.5% | -0.4% | +1.0% | +0.5% |
| 6M | -6.5% | +25.1% | -31.7% | -10.3% |
| YTD | +6.7% | +23.9% | -17.2% | +2.2% |
| 1Y | +23.6% | +41.1% | -17.5% | +15.7% |
| 3Y | +37.1% | +63.6% | -26.5% | +22.6% |
| 5Y | +10.9% | +31.5% | -20.6% | +2.5% |
| 10Y | +245.4% | +40.5% | +204.9% | +206.8% |
| All | +7,273.1% | +1,921.2% | +5,352.0% | +4,423.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling