-49.5%
ORCL vs NUE
+86.4%
-135.9%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.1% | +0.1% | -1.6% |
| 7D | -14.4% | -1.4% | -13.0% | -14.2% |
| 30D | -12.8% | +6.6% | -19.4% | -14.0% |
| 3M | -14.8% | -2.0% | -12.8% | -14.8% |
| 6M | -30.9% | +19.2% | -50.1% | -32.8% |
| YTD | -35.7% | +65.6% | -101.3% | -40.1% |
| 1Y | -49.5% | +87.8% | -137.3% | -54.5% |
| All | -49.5% | +86.4% | -135.9% | -54.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling