+14.2%
LMT vs NUE
+85.4%
-71.2%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.6% | -2.7% | -1.3% |
| 7D | -0.2% | -0.6% | +0.4% | -0.1% |
| 30D | -13.1% | -4.6% | -8.5% | -12.7% |
| 3M | -3.9% | -0.3% | -3.6% | -4.2% |
| 6M | -18.3% | +51.9% | -70.1% | -20.5% |
| YTD | +10.3% | +60.0% | -49.6% | +6.2% |
| 1Y | +14.2% | +82.9% | -68.7% | +9.0% |
| All | +14.2% | +85.4% | -71.2% | +9.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling