+45.2%
NU vs CCL
+21.3%
+23.9%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -2.2% | 0.0% | -1.2% |
| 7D | -2.6% | -4.4% | +1.8% | -0.7% |
| 30D | +8.2% | -18.2% | +26.4% | +18.1% |
| 3M | +26.3% | -17.7% | +44.0% | +36.5% |
| 6M | +2.2% | -13.0% | +15.3% | +6.8% |
| YTD | -10.4% | -24.5% | +14.1% | -1.4% |
| 1Y | -3.0% | -26.9% | +24.0% | +7.0% |
| 3Y | +120.3% | +50.8% | +69.5% | +60.5% |
| All | +45.2% | +21.3% | +23.9% | +26.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CCL.
Daily Out/Under-Performance
Portfolio return minus CCL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CCL 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 5y: compounded portfolio wealth divided by compounded CCL 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…
5y analysis · Full analysis span regression · 6 months rolling