+84.2%
FCX vs KVUE
-9.0%
+93.2%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.1% | -0.1% | -0.2% |
| 7D | -2.3% | -5.1% | +2.8% | -1.7% |
| 30D | +2.7% | -6.3% | +9.0% | +3.4% |
| 3M | +7.4% | -0.5% | +7.9% | +7.3% |
| 6M | +16.0% | +3.1% | +12.9% | +15.3% |
| YTD | +40.9% | +6.7% | +34.2% | +39.5% |
| 1Y | +56.4% | -1.1% | +57.6% | +57.1% |
| 3Y | +84.2% | -8.7% | +93.0% | +83.8% |
| All | +84.2% | -9.0% | +93.2% | +83.8% |
Cumulative growth
Daily Returns
Daily percentage return beside KVUE.
Daily Out/Under-Performance
Portfolio return minus KVUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KVUE 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 3y: compounded portfolio wealth divided by compounded KVUE 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…
3y analysis · Full analysis span regression · 6 months rolling