NEE vs. CB
NEE (NextEra Energy, Inc.) and CB (Chubb Limited) are both stocks. NEE operates in Utilities - Regulated Electric (Utilities), while CB operates in Insurance - Property & Casualty (Financial Services). Over the past 10 years, NEE returned 13.51%/yr vs 12.26%/yr for CB. At a 0.34 correlation, their price movements are largely independent.
Performance
NEE vs. CB - Performance Comparison
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Returns By Period
In the year-to-date period, NEE achieves a 8.63% return, which is significantly higher than CB's 5.77% return. Over the past 10 years, NEE has outperformed CB with an annualized return of 13.51%, while CB has yielded a comparatively lower 12.26% annualized return.
NEE
- 1D
- 1.36%
- 1M
- -8.68%
- YTD
- 8.63%
- 6M
- 6.81%
- 1Y
- 19.83%
- 3Y*
- 8.11%
- 5Y*
- 5.94%
- 10Y*
- 13.51%
CB
- 1D
- 0.38%
- 1M
- 4.16%
- YTD
- 5.77%
- 6M
- 7.02%
- 1Y
- 15.26%
- 3Y*
- 21.39%
- 5Y*
- 16.27%
- 10Y*
- 12.26%
NEE vs. CB - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NEE NextEra Energy, Inc. | 8.63% | 15.47% | 21.46% | -25.30% | -8.54% | 23.39% | 30.06% | 42.69% | 14.30% | 34.39% |
CB Chubb Limited | 5.77% | 14.46% | 23.89% | 4.20% | 15.97% | 27.85% | 1.41% | 22.94% | -9.63% | 12.82% |
Correlation
The correlation between NEE and CB is 0.20, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.20 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.23 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.28 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.28 |
Correlation (All Time) Calculated using the full available price history since Jan 10, 2003 | 0.34 |
The correlation between NEE and CB shifts across timeframes, from 0.20 (1 year) to 0.34 (all time), reflecting how their relationship changes across market environments.
Fundamentals
NEE:
$5.27
CB:
$28.35
NEE:
16.32
CB:
11.58
NEE:
0.83
CB:
0.80
NEE:
4.78
CB:
2.72
NEE:
$27.93B
CB:
$48.15B
NEE:
$13.35B
CB:
$17.01B
NEE:
$14.56B
CB:
$12.22B
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Return for Risk
NEE vs. CB — Risk / Return Rank
NEE
CB
NEE vs. CB - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for NextEra Energy, Inc. (NEE) and Chubb Limited (CB). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| NEE | CB | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.03 | ||
| Sortino ratioReturn per unit of downside risk | -0.07 | ||
| Omega ratioGain probability vs. loss probability | 1.17 | 1.17 | 0.00 |
| Calmar ratioReturn relative to maximum drawdown | 1.37 | 1.64 | -0.27 |
| Martin ratioReturn relative to average drawdown | 3.78 | 3.73 | +0.06 |
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Drawdowns
NEE vs. CB - Drawdown Comparison
The maximum NEE drawdown since its inception was -47.81%, smaller than the maximum CB drawdown of -50.99%. Use the drawdown chart below to compare losses from any high point for NEE and CB.
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Drawdown Indicators
| NEE | CB | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -47.81% | -50.99% | +3.18% |
Max Drawdown (1Y)Largest decline over 1 year | -14.53% | -9.36% | -5.17% |
Max Drawdown (3Y)Largest decline over 3 years | -34.57% | -14.35% | -20.22% |
Max Drawdown (5Y)Largest decline over 5 years | -44.97% | -19.26% | -25.71% |
Max Drawdown (10Y)Largest decline over 10 years | -44.97% | -42.59% | -2.38% |
Current DrawdownCurrent decline from peak | -11.50% | -3.68% | -7.82% |
Average DrawdownAverage peak-to-trough decline | -8.93% | -10.68% | +1.75% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.25% | 4.11% | +1.14% |
Volatility
NEE vs. CB - Volatility Comparison
NextEra Energy, Inc. (NEE) has a higher volatility of 8.52% compared to Chubb Limited (CB) at 6.08%. This indicates that NEE's price experiences larger fluctuations and is considered to be riskier than CB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| NEE | CB | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.52% | 6.08% | +2.44% |
Volatility (6M)Calculated over the trailing 6-month period | 16.75% | 13.12% | +3.63% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.78% | 17.67% | +6.11% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.91% | 20.33% | +6.58% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.49% | 23.69% | +1.80% |
Dividends
NEE vs. CB - Dividend Comparison
NEE's dividend yield for the trailing twelve months is around 2.77%, more than CB's 1.49% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CB Chubb Limited | 1.49% | 1.22% | 1.30% | 1.51% | 1.49% | 1.65% | 2.01% | 1.91% | 2.24% | 1.93% | 2.07% | 4.23% |
NEE NextEra Energy, Inc. | 2.77% | 2.82% | 2.87% | 3.08% | 2.03% | 1.65% | 1.81% | 2.06% | 2.55% | 2.52% | 2.91% | 2.96% |
Financials
NEE vs. CB - Financials Comparison
This section allows you to compare key financial metrics between NextEra Energy, Inc. and Chubb Limited. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
Frequently Asked Questions
NEE and CB have a correlation of 0.20, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
NEE has higher volatility (8.52%) compared to CB (6.08%). In terms of maximum drawdown, NEE dropped -47.81% vs CB's -50.99%.
CB currently has the higher Sharpe Ratio (0.87 vs 0.84), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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