+19,165.6%
SOXL vs NUE
+789.8%
+18,375.8%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | -0.9% | -7.1% | -6.7% |
| 7D | +8.5% | -2.7% | +11.1% | +12.4% |
| 30D | -13.0% | -6.1% | -6.9% | -5.4% |
| 3M | -35.9% | +2.2% | -38.2% | -40.3% |
| 6M | +112.1% | +50.8% | +61.3% | +20.9% |
| YTD | +175.4% | +57.5% | +117.9% | +47.3% |
| 1Y | +304.9% | +82.5% | +222.4% | +76.6% |
| 3Y | +448.6% | +61.7% | +386.9% | +194.8% |
| 5Y | +156.1% | +145.1% | +11.0% | -24.8% |
| 10Y | +4,957.3% | +577.8% | +4,379.5% | +190.1% |
| All | +19,165.6% | +789.8% | +18,375.8% | +761.4% |
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