+368.8%
ORCL vs NUE
+559.5%
-190.7%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.6% | -1.1% | -0.7% |
| 7D | +10.9% | -2.3% | +13.2% | +11.6% |
| 30D | +7.0% | -6.1% | +13.1% | +9.0% |
| 3M | -21.2% | +1.7% | -22.9% | -22.1% |
| 6M | +7.4% | +53.1% | -45.7% | -6.5% |
| YTD | -16.3% | +59.0% | -75.3% | -28.3% |
| 1Y | -32.3% | +85.3% | -117.7% | -45.0% |
| 3Y | +32.6% | +63.2% | -30.7% | +8.7% |
| 5Y | +93.1% | +146.8% | -53.7% | +32.6% |
| 10Y | +368.8% | +584.3% | -215.5% | +103.7% |
| All | +368.8% | +559.5% | -190.7% | +103.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling