-42.6%
CCL vs NUE
+599.8%
-642.5%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.6% | -0.3% | +0.3% |
| 7D | -3.2% | -0.6% | -2.6% | -2.9% |
| 30D | -17.8% | -4.6% | -13.2% | -15.5% |
| 3M | -18.7% | -0.3% | -18.4% | -19.4% |
| 6M | -11.4% | +51.9% | -63.3% | -32.8% |
| YTD | -24.3% | +60.0% | -84.3% | -44.6% |
| 1Y | -28.8% | +82.9% | -111.7% | -52.6% |
| 3Y | +49.3% | +66.0% | -16.7% | 0.0% |
| 5Y | +1.6% | +149.0% | -147.3% | -53.4% |
| All | -42.6% | +599.8% | -642.5% | -88.4% |
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