+3.7%
VALE vs OSCR
+104.5%
-100.8%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OSCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +8.6% | -4.5% | +3.8% |
| 7D | -0.3% | +15.5% | -15.8% | -0.9% |
| 30D | -19.2% | +8.5% | -27.8% | -19.5% |
| 3M | -20.7% | +15.8% | -36.6% | -21.3% |
| 6M | -25.8% | +89.5% | -115.3% | -28.9% |
| YTD | -9.8% | +144.9% | -154.7% | -16.5% |
| 1Y | +3.7% | +105.1% | -101.4% | -3.7% |
| All | +3.7% | +104.5% | -100.8% | -3.7% |
Cumulative growth
Daily Returns
Daily percentage return beside OSCR.
Daily Out/Under-Performance
Portfolio return minus OSCR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OSCR 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 1y: compounded portfolio wealth divided by compounded OSCR 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…
1y analysis · Full analysis span regression · 6 months rolling