+444.5%
CORZ vs NUE
+53.9%
+390.6%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -1.8% | +6.5% | +5.6% |
| 7D | +16.6% | +1.8% | +14.8% | +15.5% |
| 30D | -10.9% | -6.0% | -4.9% | -8.3% |
| 3M | -31.0% | +1.4% | -32.4% | -31.9% |
| 6M | +26.0% | +52.8% | -26.8% | +1.7% |
| YTD | +28.6% | +58.1% | -29.5% | +1.7% |
| 1Y | +34.5% | +80.4% | -46.0% | -0.9% |
| All | +444.5% | +53.9% | +390.6% | +290.8% |
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