+223.5%
CB vs NUE
+559.5%
-336.1%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.6% | -0.3% | +0.1% |
| 7D | -0.5% | -2.3% | +1.8% | 0.0% |
| 30D | -3.1% | -6.1% | +3.0% | -1.7% |
| 3M | +4.2% | +1.7% | +2.5% | +3.2% |
| 6M | +4.7% | +53.1% | -48.4% | -7.0% |
| YTD | +8.8% | +59.0% | -50.2% | -4.5% |
| 1Y | +22.6% | +85.3% | -62.7% | +2.9% |
| 3Y | +70.6% | +63.2% | +7.4% | +43.2% |
| 5Y | +99.4% | +146.8% | -47.3% | +37.1% |
| 10Y | +223.5% | +584.3% | -360.8% | +36.9% |
| All | +223.5% | +559.5% | -336.1% | +36.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling