+101.7%
FCX vs LPLA
+1,311.2%
-1,209.5%
-92.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.5% | +0.4% |
| 7D | -4.9% | -3.1% | -1.8% | -3.3% |
| 30D | +4.8% | -0.1% | +4.9% | +4.7% |
| 3M | +4.6% | +23.2% | -18.6% | -6.9% |
| 6M | +10.8% | +15.5% | -4.7% | +1.0% |
| YTD | +44.2% | +0.9% | +43.3% | +39.8% |
| 1Y | +59.6% | +0.2% | +59.4% | +54.0% |
| 3Y | +82.2% | +55.2% | +27.0% | +31.6% |
| 5Y | +115.6% | +145.4% | -29.8% | +13.6% |
| 10Y | +670.6% | +1,229.7% | -559.1% | +72.3% |
| All | +101.7% | +1,311.2% | -1,209.5% | -62.6% |
Cumulative growth
Daily Returns
Daily percentage return beside LPLA.
Daily Out/Under-Performance
Portfolio return minus LPLA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LPLA 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 LPLA 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