+489.2%
VALE vs LYB
+48.3%
+441.0%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LYB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.9% | +0.6% | +0.1% |
| 7D | -0.3% | +0.3% | -0.5% | -0.4% |
| 30D | +8.6% | +2.5% | +6.2% | +7.2% |
| 3M | +2.0% | +1.4% | +0.6% | +0.4% |
| 6M | +2.1% | -3.5% | +5.6% | -0.4% |
| YTD | +20.2% | +52.0% | -31.8% | -8.7% |
| 1Y | +55.2% | +22.1% | +33.1% | +30.4% |
| 3Y | +45.9% | -22.8% | +68.7% | +53.1% |
| 5Y | +41.4% | -3.4% | +44.7% | +28.6% |
| All | +489.2% | +48.3% | +441.0% | +291.5% |
Cumulative growth
Daily Returns
Daily percentage return beside LYB.
Daily Out/Under-Performance
Portfolio return minus LYB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LYB 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 LYB 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