+66.0%
NUE vs XPO
+151.0%
-85.0%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.1% | +1.6% | +1.6% |
| 7D | -0.6% | -5.7% | +5.0% | +1.0% |
| 30D | -4.6% | -12.8% | +8.3% | -1.0% |
| 3M | -0.3% | -20.0% | +19.7% | +5.7% |
| 6M | +51.9% | -6.0% | +57.9% | +53.4% |
| YTD | +60.0% | +34.0% | +25.9% | +45.6% |
| 1Y | +82.9% | +35.6% | +47.3% | +64.8% |
| 3Y | +66.0% | +152.3% | -86.3% | +30.8% |
| All | +66.0% | +151.0% | -85.0% | +30.8% |
Cumulative growth
Daily Returns
Daily percentage return beside XPO.
Daily Out/Under-Performance
Portfolio return minus XPO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XPO 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 3y: compounded portfolio wealth divided by compounded XPO 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…
3y analysis · Full analysis span regression · 6 months rolling