+59.6%
FCX vs IBKR
+45.1%
+14.5%
-24.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.6% | +0.5% |
| 7D | -4.9% | -3.3% | -1.6% | -3.0% |
| 30D | +4.8% | +4.5% | +0.3% | +1.7% |
| 3M | +4.6% | +6.5% | -1.9% | +0.2% |
| 6M | +10.8% | +34.2% | -23.4% | -8.2% |
| YTD | +44.2% | +44.5% | -0.2% | +14.2% |
| 1Y | +59.6% | +44.7% | +14.9% | +28.7% |
| All | +59.6% | +45.1% | +14.5% | +28.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IBKR.
Daily Out/Under-Performance
Portfolio return minus IBKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBKR 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 IBKR 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