+45.9%
FCX vs OPEN
-85.5%
+131.4%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -9.5% | +6.8% | -0.9% |
| 7D | +4.4% | -31.0% | +35.4% | +10.9% |
| 30D | -16.3% | -41.5% | +25.1% | -8.7% |
| 3M | -12.5% | -64.6% | +52.1% | +5.7% |
| 6M | -8.0% | -73.8% | +65.7% | +16.8% |
| YTD | +20.1% | -78.8% | +98.9% | +54.9% |
| 1Y | +45.9% | -86.8% | +132.7% | +93.8% |
| All | +45.9% | -85.5% | +131.4% | +93.8% |
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