+1.6%
VALE vs CVE
+60.9%
-59.3%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.7% | -2.7% | 0.0% |
| 7D | +1.3% | +0.1% | +1.2% | +1.3% |
| 30D | -14.3% | -10.8% | -3.5% | -14.1% |
| 3M | -16.8% | -4.3% | -12.5% | -16.7% |
| 6M | -30.2% | -1.5% | -28.8% | -29.9% |
| YTD | -8.6% | +70.7% | -79.3% | -17.3% |
| 1Y | +1.6% | +58.1% | -56.5% | -6.3% |
| All | +1.6% | +60.9% | -59.3% | -6.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CVE.
Daily Out/Under-Performance
Portfolio return minus CVE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CVE 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 CVE 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