+115.0%
FCX vs BBY
-1.6%
+116.7%
-51.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.6% | +0.1% | -6.7% | -6.6% |
| 7D | -1.9% | +0.7% | -2.5% | -2.1% |
| 30D | +3.4% | +5.8% | -2.4% | +0.9% |
| 3M | +15.0% | +18.0% | -3.0% | +7.5% |
| 6M | +14.6% | +39.8% | -25.2% | -0.5% |
| YTD | +41.2% | +35.4% | +5.8% | +22.8% |
| 1Y | +60.4% | +21.4% | +39.0% | +45.3% |
| 3Y | +88.4% | +39.5% | +48.9% | +53.0% |
| 5Y | +115.0% | -0.5% | +115.5% | +59.8% |
| All | +115.0% | -1.6% | +116.7% | +59.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BBY.
Daily Out/Under-Performance
Portfolio return minus BBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBY 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 BBY 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