-0.8%
CCL vs NUE
+146.6%
-147.4%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.6% | -0.3% | +0.5% |
| 7D | -3.2% | -0.6% | -2.6% | -2.9% |
| 30D | -17.8% | -4.6% | -13.2% | -15.9% |
| 3M | -18.7% | -0.3% | -18.4% | -19.1% |
| 6M | -11.4% | +51.9% | -63.3% | -28.7% |
| YTD | -24.3% | +60.0% | -84.3% | -40.8% |
| 1Y | -28.8% | +82.9% | -111.7% | -48.2% |
| 3Y | +49.3% | +66.0% | -16.7% | +8.6% |
| All | -0.8% | +146.6% | -147.4% | -40.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling