+2,647.4%
CVX vs FCX
+1,118.7%
+1,528.7%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | FCX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +5.3% | -4.8% | -0.8% |
| 7D | -0.6% | +5.7% | -6.3% | -2.0% |
| 30D | +13.4% | +10.1% | +3.4% | +10.4% |
| 3M | +11.8% | +20.2% | -8.3% | +5.6% |
| 6M | +12.4% | +29.7% | -17.2% | +2.3% |
| YTD | +41.5% | +51.9% | -10.4% | +22.7% |
| 1Y | +41.6% | +66.0% | -24.4% | +18.6% |
| 3Y | +42.2% | +102.7% | -60.5% | +9.4% |
| 5Y | +166.0% | +138.9% | +27.1% | +89.0% |
| 10Y | +207.2% | +701.1% | -493.9% | +46.5% |
| All | +2,647.4% | +1,118.7% | +1,528.7% | +976.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FCX.
Daily Out/Under-Performance
Portfolio return minus FCX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FCX 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded FCX 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling