-5.9%
SLB vs NUE
+589.1%
-595.0%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.9% | -0.9% | -1.3% |
| 7D | -2.4% | -2.7% | +0.2% | -1.0% |
| 30D | +4.9% | -6.1% | +10.9% | +8.1% |
| 3M | +1.4% | +2.2% | -0.8% | -0.6% |
| 6M | +17.6% | +50.8% | -33.1% | -7.0% |
| YTD | +48.3% | +57.5% | -9.2% | +14.3% |
| 1Y | +58.7% | +82.5% | -23.8% | +11.9% |
| 3Y | +0.6% | +61.7% | -61.1% | -27.8% |
| 5Y | +133.6% | +145.1% | -11.6% | +14.9% |
| All | -5.9% | +589.1% | -595.0% | -78.6% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling