+42.8%
LRCX vs NUE
+86.4%
-43.6%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -2.1% | -2.0% | -3.2% |
| 7D | -12.8% | -1.4% | -11.3% | -12.3% |
| 30D | -36.0% | +6.6% | -42.5% | -37.4% |
| 3M | -30.2% | -2.0% | -28.2% | -29.5% |
| 6M | -14.2% | +19.2% | -33.4% | -21.1% |
| YTD | +29.7% | +65.6% | -35.9% | 0.0% |
| 1Y | +42.8% | +87.8% | -45.0% | -0.2% |
| All | +42.8% | +86.4% | -43.6% | -0.2% |
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