+701.1%
FCX vs CDW
+263.0%
+438.1%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -5.2% | +10.5% | +8.1% |
| 7D | +5.7% | -3.9% | +9.6% | +7.6% |
| 30D | +10.1% | +6.9% | +3.2% | +5.2% |
| 3M | +20.2% | +7.7% | +12.5% | +11.9% |
| 6M | +29.7% | +18.3% | +11.4% | +9.4% |
| YTD | +51.9% | +7.8% | +44.2% | +33.8% |
| 1Y | +66.0% | -12.2% | +78.1% | +66.7% |
| 3Y | +102.7% | -28.9% | +131.7% | +123.8% |
| 5Y | +138.9% | -22.8% | +161.6% | +141.6% |
| 10Y | +701.1% | +266.1% | +435.0% | +225.5% |
| All | +701.1% | +263.0% | +438.1% | +225.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CDW.
Daily Out/Under-Performance
Portfolio return minus CDW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CDW 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded CDW 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling