+1.6%
VALE vs LCID
-78.8%
+80.4%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.7% | +2.7% | +0.2% |
| 7D | +1.3% | +8.9% | -7.6% | +0.6% |
| 30D | -14.3% | +6.8% | -21.2% | -15.0% |
| 3M | -16.8% | -45.2% | +28.4% | -14.0% |
| 6M | -30.2% | -39.1% | +8.9% | -29.5% |
| YTD | -8.6% | -65.3% | +56.7% | +0.1% |
| 1Y | +1.6% | -78.4% | +80.0% | +23.5% |
| All | +1.6% | -78.8% | +80.4% | +23.5% |
Cumulative growth
Daily Returns
Daily percentage return beside LCID.
Daily Out/Under-Performance
Portfolio return minus LCID return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LCID 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 LCID 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