+75.6%
FCX vs OPEN
-50.2%
+125.8%
-24.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.3% | +1.8% | -0.4% |
| 7D | +3.1% | -2.9% | +6.0% | +3.3% |
| 30D | +8.1% | -13.8% | +21.9% | +9.1% |
| 3M | +18.9% | -30.9% | +49.8% | +21.4% |
| 6M | +26.6% | -40.9% | +67.5% | +30.2% |
| YTD | +51.2% | -48.5% | +99.7% | +55.5% |
| 1Y | +75.6% | -50.9% | +126.5% | +82.0% |
| All | +75.6% | -50.2% | +125.8% | +82.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling