+10.6%
ORCL vs NUE
+68.2%
-57.6%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +1.7% | +1.4% | +2.7% |
| 7D | +0.5% | -10.2% | +10.7% | +3.7% |
| 30D | -15.3% | -0.4% | -14.8% | -15.2% |
| 3M | -18.2% | -8.4% | -9.9% | -16.3% |
| 6M | -38.4% | +10.1% | -48.5% | -40.5% |
| YTD | -37.7% | +54.1% | -91.8% | -46.0% |
| 1Y | -49.3% | +74.7% | -124.0% | -57.9% |
| 3Y | +10.6% | +72.0% | -61.3% | -16.9% |
| All | +10.6% | +68.2% | -57.6% | -16.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling