+33,471.1%
ORCL vs NUE
+14,617.8%
+18,853.4%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.5% | +3.6% | +3.2% |
| 7D | +5.3% | +4.2% | +1.0% | +3.9% |
| 30D | +10.0% | -5.0% | +14.9% | +11.6% |
| 3M | -32.6% | -0.2% | -32.4% | -32.9% |
| 6M | +4.9% | +49.1% | -44.2% | -8.2% |
| YTD | -17.8% | +61.0% | -78.7% | -30.1% |
| 1Y | -28.0% | +82.5% | -110.5% | -41.4% |
| 3Y | +36.0% | +57.9% | -21.9% | +12.8% |
| 5Y | +88.7% | +146.6% | -57.8% | +29.7% |
| 10Y | +346.9% | +561.6% | -214.7% | +108.4% |
| All | +33,471.1% | +14,617.8% | +18,853.4% | +3,904.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling