+7,386.6%
NEE vs CVS
+1,793.3%
+5,593.3%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.3% | -0.1% |
| 7D | -2.1% | +6.6% | -8.7% | -3.1% |
| 30D | +8.6% | -0.4% | +9.1% | +8.3% |
| 3M | -0.3% | -5.3% | +5.0% | +0.2% |
| 6M | -8.9% | -7.7% | -1.2% | -8.2% |
| YTD | +8.3% | +16.0% | -7.7% | +4.5% |
| 1Y | +4.3% | +16.2% | -12.0% | +0.5% |
| 3Y | +70.7% | +47.6% | +23.2% | +54.8% |
| 5Y | +12.8% | +12.3% | +0.5% | +6.8% |
| 10Y | +287.2% | +62.4% | +224.9% | +235.8% |
| All | +7,386.6% | +1,793.3% | +5,593.3% | +4,526.4% |
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