+24,937.0%
ORCL vs NUE
+14,392.8%
+10,544.2%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +2.9% | -4.4% | -2.4% |
| 7D | -6.5% | -6.2% | -0.3% | -4.6% |
| 30D | -16.6% | +2.5% | -19.0% | -17.3% |
| 3M | -21.6% | -6.4% | -15.2% | -20.2% |
| 6M | -39.4% | +13.3% | -52.6% | -42.2% |
| YTD | -38.7% | +58.5% | -97.2% | -47.7% |
| 1Y | -50.4% | +81.9% | -132.2% | -59.6% |
| 3Y | +8.1% | +75.3% | -67.2% | -13.3% |
| 5Y | +34.5% | +149.9% | -115.4% | -7.7% |
| 10Y | +246.0% | +436.0% | -190.0% | +72.8% |
| All | +24,937.0% | +14,392.8% | +10,544.2% | +2,893.5% |
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 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