+61.6%
VALE vs LCID
-76.7%
+138.3%
-21.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -7.8% | +7.0% | -0.3% |
| 7D | -1.8% | -9.3% | +7.5% | -1.3% |
| 30D | +6.7% | -35.4% | +42.1% | +9.4% |
| 3M | +4.9% | -17.1% | +22.0% | +3.2% |
| 6M | +3.6% | -58.9% | +62.5% | +12.2% |
| YTD | +21.9% | -59.6% | +81.5% | +31.4% |
| 1Y | +61.6% | -78.0% | +139.5% | +85.2% |
| All | +61.6% | -76.7% | +138.3% | +85.2% |
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