+222.0%
LHX vs NUE
+599.8%
-377.8%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.6% | -2.7% | -1.5% |
| 7D | -4.3% | -0.6% | -3.6% | -4.1% |
| 30D | -15.1% | -4.6% | -10.6% | -14.4% |
| 3M | -21.0% | -0.3% | -20.6% | -21.2% |
| 6M | -32.0% | +51.9% | -83.9% | -38.1% |
| YTD | -15.3% | +60.0% | -75.3% | -23.9% |
| 1Y | -11.1% | +82.9% | -93.9% | -22.6% |
| 3Y | +54.0% | +66.0% | -12.0% | +33.5% |
| 5Y | +17.1% | +149.0% | -131.8% | -12.9% |
| All | +222.0% | +599.8% | -377.8% | +52.7% |
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