+15,068.3%
PCAR vs NUE
+14,617.8%
+450.5%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.5% | +0.7% | +0.4% |
| 7D | -0.5% | +4.2% | -4.7% | -2.3% |
| 30D | -6.2% | -5.0% | -1.3% | -4.5% |
| 3M | +5.9% | -0.2% | +6.1% | +5.4% |
| 6M | +0.4% | +49.1% | -48.7% | -15.7% |
| YTD | +14.8% | +61.0% | -46.2% | -6.7% |
| 1Y | +30.1% | +82.5% | -52.4% | -0.2% |
| 3Y | +66.7% | +57.9% | +8.7% | +31.3% |
| 5Y | +166.1% | +146.6% | +19.6% | +62.3% |
| 10Y | +353.7% | +561.6% | -207.9% | +68.1% |
| All | +15,068.3% | +14,617.8% | +450.5% | +1,360.2% |
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