+412.1%
LIN vs VALE
+206.6%
+205.4%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VALE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -3.3% | +3.5% | +1.0% |
| 7D | +2.0% | +5.5% | -3.5% | +0.8% |
| 30D | +7.9% | -15.0% | +22.8% | +11.7% |
| 3M | +6.3% | -20.0% | +26.3% | +11.3% |
| 6M | +6.5% | -28.4% | +34.9% | +14.0% |
| YTD | +23.6% | -8.6% | +32.2% | +24.3% |
| 1Y | +25.7% | +2.0% | +23.8% | +23.2% |
| 3Y | +35.6% | +4.1% | +31.5% | +30.1% |
| 5Y | +65.9% | +46.4% | +19.4% | +40.4% |
| 10Y | +412.1% | +202.4% | +209.7% | +266.2% |
| All | +412.1% | +206.6% | +205.4% | +266.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling