+1,675.8%
LMT vs VALE
+2,320.2%
-644.3%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | VALE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.9% | +0.2% | +1.8% |
| 7D | -1.5% | +2.9% | -4.4% | -2.0% |
| 30D | -8.2% | +8.8% | -17.0% | -9.4% |
| 3M | +3.7% | +6.8% | -3.0% | +2.6% |
| 6M | -19.2% | +6.9% | -26.1% | -20.3% |
| YTD | +12.9% | +22.8% | -10.0% | +8.9% |
| 1Y | +19.8% | +61.3% | -41.5% | +11.1% |
| 3Y | +37.3% | +53.3% | -16.0% | +26.5% |
| 5Y | +74.4% | +44.9% | +29.5% | +58.2% |
| 10Y | +188.9% | +486.8% | -297.9% | +101.1% |
| All | +1,675.8% | +2,320.2% | -644.3% | +982.0% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling