+47.5%
FCX vs EVRG
+19.2%
+28.2%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.6% | -2.6% | -1.8% |
| 7D | -0.3% | +1.4% | -1.7% | +0.1% |
| 30D | -14.7% | +7.4% | -22.1% | -13.1% |
| 3M | -11.2% | +7.2% | -18.4% | -9.6% |
| 6M | -11.4% | +9.5% | -20.9% | -9.5% |
| YTD | +17.7% | +25.6% | -7.9% | +21.8% |
| 1Y | +47.5% | +20.4% | +27.1% | +51.3% |
| All | +47.5% | +19.2% | +28.2% | +51.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EVRG.
Daily Out/Under-Performance
Portfolio return minus EVRG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EVRG 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 EVRG 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