+102.2%
USO vs NUE
+86.4%
+15.7%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | -2.1% | -6.0% | -8.5% |
| 7D | -12.7% | -1.4% | -11.3% | -13.0% |
| 30D | +1.0% | +6.6% | -5.6% | +2.6% |
| 3M | +25.6% | -2.0% | +27.6% | +24.9% |
| 6M | -1.5% | +19.2% | -20.7% | +4.9% |
| YTD | +110.3% | +65.6% | +44.6% | +152.2% |
| 1Y | +102.2% | +87.8% | +14.3% | +149.6% |
| All | +102.2% | +86.4% | +15.7% | +149.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling