+613.6%
FCX vs IBN
+316.4%
+297.2%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.6% | -0.6% | -6.0% | -6.3% |
| 7D | -1.9% | -5.5% | +3.6% | +0.9% |
| 30D | +3.4% | -3.4% | +6.8% | +5.1% |
| 3M | +15.0% | +8.7% | +6.3% | +10.1% |
| 6M | +14.6% | +3.7% | +10.9% | +12.5% |
| YTD | +41.2% | -2.4% | +43.6% | +42.4% |
| 1Y | +60.4% | -8.1% | +68.5% | +66.1% |
| 3Y | +88.4% | +26.3% | +62.1% | +64.0% |
| 5Y | +115.0% | +54.9% | +60.1% | +68.2% |
| All | +613.6% | +316.4% | +297.2% | +265.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded IBN 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling