+37.8%
VALE vs LSCC
+33.9%
+3.9%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -5.5% | +4.9% | +0.4% |
| 7D | -3.2% | +7.0% | -10.2% | -4.5% |
| 30D | -15.1% | -2.3% | -12.8% | -15.3% |
| 3M | -18.7% | -12.5% | -6.2% | -17.6% |
| 6M | -31.5% | -10.6% | -20.9% | -31.5% |
| YTD | -11.4% | +52.7% | -64.1% | -19.8% |
| 1Y | -1.9% | +74.0% | -75.8% | -13.2% |
| 3Y | +1.7% | +104.8% | -103.1% | -16.2% |
| All | +37.8% | +33.9% | +3.9% | +10.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling