+565.3%
NUE vs CP
+230.5%
+334.8%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | CP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.4% | +0.4% | -0.1% |
| 7D | -2.7% | -2.7% | 0.0% | -1.0% |
| 30D | -6.1% | -3.4% | -2.7% | -4.2% |
| 3M | +2.2% | -0.6% | +2.9% | +2.2% |
| 6M | +50.8% | +6.3% | +44.5% | +43.8% |
| YTD | +57.5% | +21.2% | +36.4% | +37.7% |
| 1Y | +82.5% | +20.0% | +62.4% | +60.0% |
| 3Y | +61.7% | +18.7% | +43.0% | +39.1% |
| 5Y | +145.1% | +34.8% | +110.4% | +90.2% |
| All | +565.3% | +230.5% | +334.8% | +202.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CP.
Daily Out/Under-Performance
Portfolio return minus CP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CP 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded CP 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling