+146.9%
VALE vs LCID
-95.4%
+242.3%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.7% | -2.0% | -0.4% |
| 7D | +1.6% | -6.6% | +8.2% | +1.9% |
| 30D | +5.1% | -30.1% | +35.3% | +7.0% |
| 3M | -0.4% | -17.6% | +17.2% | -0.5% |
| 6M | -2.2% | -54.4% | +52.2% | +0.8% |
| YTD | +20.5% | -55.7% | +76.3% | +24.2% |
| 1Y | +61.2% | -71.0% | +132.2% | +69.3% |
| 3Y | +43.1% | -92.6% | +135.8% | +56.0% |
| 5Y | +34.0% | -97.6% | +131.6% | +50.8% |
| All | +146.9% | -95.4% | +242.3% | +199.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling