+25,321.1%
ORCL vs NUE
+13,984.2%
+11,336.8%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +1.7% | +1.4% | +2.6% |
| 7D | +0.5% | -10.2% | +10.7% | +4.0% |
| 30D | -15.3% | -0.4% | -14.8% | -15.2% |
| 3M | -18.2% | -8.4% | -9.9% | -16.2% |
| 6M | -38.4% | +10.1% | -48.5% | -40.7% |
| YTD | -37.7% | +54.1% | -91.8% | -46.4% |
| 1Y | -49.3% | +74.7% | -124.0% | -58.1% |
| 3Y | +10.6% | +72.0% | -61.3% | -10.7% |
| 5Y | +35.5% | +136.4% | -100.9% | -5.4% |
| 10Y | +251.6% | +434.6% | -183.0% | +75.8% |
| All | +25,321.1% | +13,984.2% | +11,336.8% | +2,968.0% |
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