+11,258.0%
LMT vs NUE
+14,439.6%
-3,181.6%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.6% | -2.8% | -2.3% |
| 7D | -1.3% | -2.3% | +1.0% | -1.0% |
| 30D | -12.5% | -6.1% | -6.4% | -11.7% |
| 3M | -0.5% | +1.7% | -2.1% | -0.9% |
| 6M | -20.0% | +53.1% | -73.1% | -25.9% |
| YTD | +10.4% | +59.0% | -48.7% | +1.5% |
| 1Y | +17.7% | +85.3% | -67.6% | +5.2% |
| 3Y | +34.3% | +63.2% | -29.0% | +20.2% |
| 5Y | +71.8% | +146.8% | -75.0% | +38.8% |
| 10Y | +187.0% | +584.3% | -397.3% | +87.5% |
| All | +11,258.0% | +14,439.6% | -3,181.6% | +4,183.4% |
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