+3,549.0%
LRCX vs VALE
+526.3%
+3,022.7%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VALE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.4% | +0.2% |
| 7D | -3.1% | -0.3% | -2.8% | -2.9% |
| 30D | -8.6% | +8.6% | -17.2% | -11.8% |
| 3M | -17.7% | +2.0% | -19.7% | -18.3% |
| 6M | +36.4% | +2.1% | +34.2% | +35.7% |
| YTD | +74.5% | +20.2% | +54.3% | +62.4% |
| 1Y | +159.4% | +55.2% | +104.3% | +118.0% |
| 3Y | +361.6% | +45.9% | +315.7% | +292.2% |
| 5Y | +425.2% | +41.4% | +383.9% | +327.4% |
| All | +3,549.0% | +526.3% | +3,022.7% | +1,793.9% |
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