+125.9%
FCX vs KVUE
-20.6%
+146.4%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.5% | +3.0% | -0.1% |
| 7D | +3.1% | -7.2% | +10.3% | +4.1% |
| 30D | +8.1% | -5.7% | +13.8% | +8.9% |
| 3M | +18.9% | +0.2% | +18.8% | +18.7% |
| 6M | +26.6% | 0.0% | +26.6% | +26.3% |
| YTD | +51.2% | +6.5% | +44.7% | +49.5% |
| 1Y | +75.6% | -1.4% | +77.0% | +76.2% |
| 3Y | +101.7% | -5.6% | +107.3% | +101.8% |
| All | +125.9% | -20.6% | +146.4% | +143.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling