+16,011.1%
STX vs NUE
+4,323.1%
+11,688.0%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -0.5% | +6.9% | +6.6% |
| 7D | +2.4% | +4.2% | -1.9% | +0.5% |
| 30D | +1.4% | -5.0% | +6.4% | +3.5% |
| 3M | -8.2% | -0.2% | -8.0% | -8.9% |
| 6M | +127.0% | +49.1% | +77.9% | +91.0% |
| YTD | +209.1% | +61.0% | +148.2% | +151.5% |
| 1Y | +365.4% | +82.5% | +282.9% | +256.7% |
| 3Y | +1,135.4% | +57.9% | +1,077.5% | +868.7% |
| 5Y | +991.5% | +146.6% | +844.9% | +581.4% |
| 10Y | +3,695.8% | +561.6% | +3,134.2% | +1,361.1% |
| All | +16,011.1% | +4,323.1% | +11,688.0% | +2,943.3% |
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