+2,650.1%
TSLA vs VALE
+528.4%
+2,121.7%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VALE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.0% | -0.1% | -0.8% |
| 7D | -3.4% | -0.2% | -3.2% | -3.3% |
| 30D | +9.2% | +9.7% | -0.5% | +5.7% |
| 3M | -4.7% | +5.3% | -10.0% | -6.6% |
| 6M | -8.9% | +0.5% | -9.5% | -9.4% |
| YTD | -19.2% | +20.6% | -39.8% | -25.0% |
| 1Y | +4.5% | +57.6% | -53.1% | -11.4% |
| 3Y | +46.3% | +50.6% | -4.2% | +25.2% |
| 5Y | +48.1% | +41.8% | +6.3% | +23.7% |
| All | +2,650.1% | +528.4% | +2,121.7% | +1,420.2% |
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