+5,601.3%
RCL vs NUE
+4,924.0%
+677.4%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -3.5% | +3.9% | +2.0% |
| 7D | -1.2% | +2.8% | -3.9% | -2.5% |
| 30D | +17.8% | -2.1% | +19.9% | +18.8% |
| 3M | +4.9% | -7.3% | +12.3% | +7.7% |
| 6M | +23.7% | +8.9% | +14.9% | +17.4% |
| YTD | +17.8% | +55.6% | -37.8% | -5.4% |
| 1Y | +28.9% | +74.7% | -45.7% | -1.8% |
| 3Y | +241.9% | +71.7% | +170.2% | +152.4% |
| 5Y | +295.4% | +141.2% | +154.2% | +138.7% |
| 10Y | +344.1% | +429.6% | -85.5% | +84.5% |
| All | +5,601.3% | +4,924.0% | +677.4% | +888.3% |
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