+60.3%
FCX vs LMT
+26.0%
+34.3%
-24.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -6.9% | +8.2% | +1.3% |
| 7D | -6.0% | -5.5% | -0.5% | -6.0% |
| 30D | -13.6% | +17.5% | -31.0% | -14.0% |
| 3M | -6.8% | +1.6% | -8.4% | -6.3% |
| 6M | +13.2% | +16.3% | -3.1% | +11.5% |
| YTD | +24.4% | +25.3% | -0.9% | +22.6% |
| 1Y | +60.3% | +25.9% | +34.4% | +57.5% |
| All | +60.3% | +26.0% | +34.3% | +57.5% |
Cumulative growth
Daily Returns
Daily percentage return beside LMT.
Daily Out/Under-Performance
Portfolio return minus LMT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LMT 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 LMT 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