+1,075.1%
FCX vs BBY
+5,322.8%
-4,247.7%
-92.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -1.0% | +6.4% | +5.6% |
| 7D | +5.7% | +8.1% | -2.4% | +3.7% |
| 30D | +10.1% | +8.9% | +1.1% | +7.4% |
| 3M | +20.2% | +22.0% | -1.9% | +13.9% |
| 6M | +29.7% | +37.8% | -8.1% | +18.4% |
| YTD | +51.9% | +37.3% | +14.6% | +38.0% |
| 1Y | +66.0% | +21.6% | +44.4% | +55.2% |
| 3Y | +102.7% | +41.5% | +61.2% | +79.7% |
| 5Y | +138.9% | +1.2% | +137.6% | +125.9% |
| 10Y | +701.1% | +237.8% | +463.3% | +485.1% |
| All | +1,075.1% | +5,322.8% | -4,247.7% | +541.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling