+71.7%
FCX vs AMRZ
-24.1%
+95.8%
-24.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.3% | +1.8% | +0.7% |
| 7D | +3.1% | -4.7% | +7.8% | +5.3% |
| 30D | +8.1% | -11.3% | +19.4% | +14.6% |
| 3M | +18.9% | -22.1% | +41.0% | +34.3% |
| 6M | +26.6% | -29.6% | +56.2% | +50.6% |
| YTD | +51.2% | -23.3% | +74.5% | +68.6% |
| All | +71.7% | -24.1% | +95.8% | +100.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AMRZ.
Daily Out/Under-Performance
Portfolio return minus AMRZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMRZ 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 AMRZ 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