+53.3%
VALE vs LCID
-92.3%
+145.6%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.1% | +3.0% | +2.0% |
| 7D | +2.9% | +1.8% | +1.2% | +2.8% |
| 30D | +8.8% | -34.2% | +43.0% | +12.2% |
| 3M | +6.8% | -9.1% | +15.9% | +5.4% |
| 6M | +6.9% | -52.6% | +59.5% | +11.9% |
| YTD | +22.8% | -56.2% | +79.0% | +28.9% |
| 1Y | +61.3% | -74.9% | +136.1% | +76.9% |
| 3Y | +53.3% | -92.1% | +145.4% | +89.4% |
| All | +53.3% | -92.3% | +145.6% | +89.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling