+27.1%
EOG vs VALE
+57.8%
-30.8%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VALE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.3% | -0.1% |
| 7D | +1.5% | -0.3% | +1.8% | +1.5% |
| 30D | +2.9% | +8.6% | -5.7% | +3.6% |
| 3M | +8.7% | +2.0% | +6.8% | +9.1% |
| 6M | +12.9% | +2.1% | +10.8% | +12.4% |
| YTD | +43.8% | +20.2% | +23.6% | +37.2% |
| 1Y | +27.1% | +55.2% | -28.1% | +15.4% |
| All | +27.1% | +57.8% | -30.8% | +15.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VALE.
Daily Out/Under-Performance
Portfolio return minus VALE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VALE 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 VALE 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