+214.6%
VALE vs LSCC
+1,486.2%
-1,271.6%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +10.4% | -10.4% | -2.4% |
| 7D | +1.3% | +14.5% | -13.2% | -2.2% |
| 30D | -14.3% | -0.1% | -14.3% | -15.2% |
| 3M | -16.8% | -2.7% | -14.2% | -17.5% |
| 6M | -30.2% | -4.8% | -25.4% | -31.4% |
| YTD | -8.6% | +66.9% | -75.4% | -22.4% |
| 1Y | +1.6% | +85.8% | -84.2% | -16.2% |
| 3Y | +4.1% | +115.6% | -111.5% | -23.0% |
| 5Y | +38.7% | +48.8% | -10.1% | +5.3% |
| All | +214.6% | +1,486.2% | -1,271.6% | +2.8% |
Cumulative growth
Daily Returns
Daily percentage return beside LSCC.
Daily Out/Under-Performance
Portfolio return minus LSCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LSCC 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 10y: compounded portfolio wealth divided by compounded LSCC 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…
10y analysis · Full analysis span regression · 6 months rolling