+6,524.1%
AXP vs NUE
+13,742.9%
-7,218.9%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.3% | -0.9% | -1.1% |
| 7D | +0.6% | -10.6% | +11.1% | +4.9% |
| 30D | +5.8% | -0.6% | +6.4% | +5.8% |
| 3M | -6.0% | -9.7% | +3.7% | -3.0% |
| 6M | +0.3% | +5.1% | -4.8% | -3.2% |
| YTD | -12.3% | +51.4% | -63.7% | -27.1% |
| 1Y | -11.2% | +71.3% | -82.6% | -29.8% |
| 3Y | +117.0% | +66.8% | +50.2% | +68.2% |
| 5Y | +93.2% | +134.8% | -41.6% | +24.1% |
| 10Y | +461.2% | +506.1% | -45.0% | +136.3% |
| All | +6,524.1% | +13,742.9% | -7,218.9% | +687.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NUE.
Daily Out/Under-Performance
Portfolio return minus NUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NUE 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 NUE 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