+2,320.2%
VALE vs LNT
+1,100.8%
+1,219.4%
-93.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.9% | +1.0% | +1.3% |
| 7D | +2.9% | +1.0% | +1.9% | +2.3% |
| 30D | +8.8% | -1.1% | +9.9% | +9.3% |
| 3M | +6.8% | -3.6% | +10.4% | +8.6% |
| 6M | +6.9% | -2.7% | +9.6% | +7.8% |
| YTD | +22.8% | +8.0% | +14.8% | +16.2% |
| 1Y | +61.3% | +10.5% | +50.8% | +50.1% |
| 3Y | +53.3% | +49.6% | +3.7% | +15.9% |
| 5Y | +44.9% | +32.2% | +12.6% | +14.3% |
| 10Y | +486.8% | +141.8% | +345.0% | +182.4% |
| All | +2,320.2% | +1,100.8% | +1,219.4% | +304.5% |
Cumulative growth
Daily Returns
Daily percentage return beside LNT.
Daily Out/Under-Performance
Portfolio return minus LNT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LNT 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 LNT 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