+1,902.7%
XEL vs NUE
+14,439.6%
-12,536.9%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.6% | -1.5% | -1.0% |
| 7D | +0.9% | -2.3% | +3.2% | +1.2% |
| 30D | -0.9% | -6.1% | +5.2% | -0.1% |
| 3M | -1.4% | +1.7% | -3.1% | -1.9% |
| 6M | -5.8% | +53.1% | -58.9% | -11.3% |
| YTD | +4.7% | +59.0% | -54.3% | -2.0% |
| 1Y | +9.1% | +85.3% | -76.3% | -0.2% |
| 3Y | +47.8% | +63.2% | -15.4% | +35.4% |
| 5Y | +29.0% | +146.8% | -117.8% | +8.9% |
| 10Y | +154.0% | +584.3% | -430.3% | +77.4% |
| All | +1,902.7% | +14,439.6% | -12,536.9% | +707.7% |
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