+1,034.4%
CCL vs NUE
+14,124.9%
-13,090.6%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.5% | +3.1% | +1.0% |
| 7D | -1.2% | +2.8% | -3.9% | -2.3% |
| 30D | +13.1% | -2.1% | +15.2% | +14.0% |
| 3M | +3.4% | -7.3% | +10.7% | +5.9% |
| 6M | +18.7% | +8.9% | +9.8% | +13.6% |
| YTD | -2.3% | +55.6% | -57.9% | -19.2% |
| 1Y | +14.2% | +74.7% | -60.5% | -9.9% |
| 3Y | +133.6% | +71.7% | +61.9% | +80.9% |
| 5Y | +33.5% | +141.2% | -107.7% | -11.6% |
| 10Y | -32.8% | +429.6% | -462.3% | -67.0% |
| All | +1,034.4% | +14,124.9% | -13,090.6% | +65.0% |
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