+724.2%
FCX vs IBB
+122.2%
+601.9%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.9% | +0.4% | +0.3% |
| 7D | +3.1% | -3.9% | +7.0% | +6.6% |
| 30D | +8.1% | +2.7% | +5.4% | +5.2% |
| 3M | +18.9% | +21.4% | -2.4% | -0.4% |
| 6M | +26.6% | +20.1% | +6.5% | +7.3% |
| YTD | +51.2% | +21.9% | +29.3% | +26.3% |
| 1Y | +75.6% | +44.1% | +31.4% | +26.7% |
| 3Y | +101.7% | +63.4% | +38.4% | +29.2% |
| 5Y | +134.6% | +19.8% | +114.9% | +96.1% |
| 10Y | +724.2% | +127.0% | +597.1% | +289.3% |
| All | +724.2% | +122.2% | +601.9% | +289.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded IBB 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling