+74.3%
FCX vs OPEN
-35.5%
+109.8%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -21.8% | +24.4% | +4.3% |
| 7D | -4.9% | -22.2% | +17.3% | -3.3% |
| 30D | -17.1% | -38.3% | +21.2% | -14.4% |
| 3M | -12.7% | -59.4% | +46.7% | -6.9% |
| 6M | -2.0% | -74.4% | +72.4% | +7.8% |
| YTD | +18.1% | -76.0% | +94.1% | +29.8% |
| 1Y | +55.2% | -78.7% | +133.8% | +71.0% |
| 3Y | +74.3% | -30.0% | +104.3% | +45.8% |
| All | +74.3% | -35.5% | +109.8% | +45.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling