+52,520.0%
QCOM vs NUE
+11,687.1%
+40,833.0%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.9% | -0.2% | +1.1% |
| 7D | +2.0% | -2.4% | +4.4% | +2.9% |
| 30D | +1.2% | +3.8% | -2.6% | 0.0% |
| 3M | +9.1% | -3.7% | +12.8% | +10.2% |
| 6M | -25.0% | +13.2% | -38.2% | -28.3% |
| YTD | +4.8% | +61.6% | -56.7% | -11.5% |
| 1Y | +3.6% | +83.6% | -80.0% | -16.4% |
| 3Y | +51.5% | +78.6% | -27.2% | +20.9% |
| 5Y | +19.7% | +148.0% | -128.2% | -17.1% |
| 10Y | +245.8% | +449.9% | -204.1% | +73.7% |
| All | +52,520.0% | +11,687.1% | +40,833.0% | +10,462.6% |
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