+49.0%
CCL vs NUE
+60.7%
-11.7%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.6% | -2.7% | -2.4% |
| 7D | -4.4% | -2.3% | -2.1% | -3.3% |
| 30D | -18.2% | -6.1% | -12.1% | -15.8% |
| 3M | -17.7% | +1.7% | -19.4% | -18.8% |
| 6M | -13.0% | +53.1% | -66.1% | -30.1% |
| YTD | -24.5% | +59.0% | -83.5% | -40.5% |
| 1Y | -26.9% | +85.3% | -112.3% | -46.7% |
| All | +49.0% | +60.7% | -11.7% | +0.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling