+701.1%
FCX vs KEY
+167.0%
+534.1%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -1.8% | +7.1% | +6.4% |
| 7D | +5.7% | +2.7% | +3.0% | +4.0% |
| 30D | +10.1% | -3.2% | +13.3% | +11.9% |
| 3M | +20.2% | +1.0% | +19.2% | +19.2% |
| 6M | +29.7% | +11.9% | +17.8% | +21.2% |
| YTD | +51.9% | +8.7% | +43.2% | +43.9% |
| 1Y | +66.0% | +18.5% | +47.5% | +49.0% |
| 3Y | +102.7% | +124.0% | -21.2% | +20.1% |
| 5Y | +138.9% | +40.8% | +98.0% | +72.1% |
| 10Y | +701.1% | +167.0% | +534.1% | +186.5% |
| All | +701.1% | +167.0% | +534.1% | +186.5% |
Cumulative growth
Daily Returns
Daily percentage return beside KEY.
Daily Out/Under-Performance
Portfolio return minus KEY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEY 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 KEY 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