-1.9%
VALE vs CG
-25.8%
+24.0%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.0% | -1.6% | -0.7% |
| 7D | -3.2% | +0.2% | -3.4% | -3.2% |
| 30D | -15.1% | +11.2% | -26.2% | -17.0% |
| 3M | -18.7% | -22.1% | +3.4% | -14.4% |
| 6M | -31.5% | -17.9% | -13.5% | -29.0% |
| YTD | -11.4% | -31.3% | +19.9% | -9.0% |
| 1Y | -1.9% | -24.0% | +22.1% | -2.4% |
| All | -1.9% | -25.8% | +24.0% | -2.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CG.
Daily Out/Under-Performance
Portfolio return minus CG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CG 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 CG 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