+4,331.1%
LUV vs NUE
+14,301.5%
-9,970.4%
-78.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.9% | +1.0% | +0.3% |
| 7D | -0.1% | -2.7% | +2.6% | +0.8% |
| 30D | -14.6% | -6.1% | -8.5% | -12.9% |
| 3M | -5.7% | +2.2% | -7.9% | -6.7% |
| 6M | -8.4% | +50.8% | -59.2% | -20.3% |
| YTD | -5.1% | +57.5% | -62.7% | -18.5% |
| 1Y | +26.6% | +82.5% | -55.9% | +3.3% |
| 3Y | +39.7% | +61.7% | -22.0% | +15.6% |
| 5Y | -12.0% | +145.1% | -157.2% | -39.2% |
| 10Y | +17.3% | +577.8% | -560.5% | -43.7% |
| All | +4,331.1% | +14,301.5% | -9,970.4% | +436.2% |
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 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