-24.1%
NU vs CLX
-6.5%
-17.6%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CLX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +5.7% | -2.4% | +2.2% |
| 7D | +0.2% | +14.2% | -14.0% | -2.2% |
| 30D | -21.0% | +22.7% | -43.7% | -24.0% |
| 3M | -16.3% | -2.8% | -13.6% | -17.2% |
| 6M | -15.3% | +17.7% | -33.0% | -18.6% |
| YTD | -28.4% | +3.3% | -31.7% | -30.8% |
| 1Y | -24.1% | -5.6% | -18.5% | -23.7% |
| All | -24.1% | -6.5% | -17.6% | -23.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CLX.
Daily Out/Under-Performance
Portfolio return minus CLX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CLX 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 CLX 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