+680.8%
FCX vs OPEN
-71.4%
+752.2%
-51.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -2.5% | +7.9% | +5.6% |
| 7D | +5.7% | +1.0% | +4.7% | +5.6% |
| 30D | +10.1% | -11.9% | +22.0% | +11.3% |
| 3M | +20.2% | -28.8% | +48.9% | +23.5% |
| 6M | +29.7% | -38.6% | +68.3% | +34.8% |
| YTD | +51.9% | -47.3% | +99.3% | +59.5% |
| 1Y | +66.0% | -49.2% | +115.1% | +67.5% |
| 3Y | +102.7% | -18.8% | +121.5% | +74.0% |
| 5Y | +138.9% | -83.6% | +222.5% | +121.6% |
| All | +680.8% | -71.4% | +752.2% | +564.4% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN 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 10y: compounded portfolio wealth divided by compounded OPEN 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…
10y analysis · Full analysis span regression · 6 months rolling