+4,549.4%
RCL vs NUE
+5,098.0%
-548.6%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.4% | +0.1% |
| 7D | -5.1% | +4.2% | -9.3% | -6.9% |
| 30D | -19.0% | -5.0% | -14.0% | -17.3% |
| 3M | -9.6% | -0.2% | -9.4% | -10.1% |
| 6M | -6.7% | +49.1% | -55.8% | -23.0% |
| YTD | -3.9% | +61.0% | -64.9% | -23.5% |
| 1Y | -25.1% | +82.5% | -107.6% | -44.1% |
| 3Y | +179.1% | +57.9% | +121.2% | +115.3% |
| 5Y | +243.3% | +146.6% | +96.7% | +104.9% |
| 10Y | +325.8% | +561.6% | -235.8% | +61.2% |
| All | +4,549.4% | +5,098.0% | -548.6% | +699.0% |
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