+641.1%
FCX vs OPEN
-70.7%
+711.8%
-51.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.6% | -0.4% | +0.2% |
| 7D | -4.9% | -4.3% | -0.6% | -4.5% |
| 30D | +4.8% | -16.2% | +21.0% | +6.5% |
| 3M | +4.6% | -36.4% | +41.0% | +8.7% |
| 6M | +10.8% | -35.5% | +46.3% | +14.7% |
| YTD | +44.2% | -46.0% | +90.2% | +51.0% |
| 1Y | +59.6% | -47.1% | +106.7% | +60.3% |
| 3Y | +82.2% | -19.0% | +101.3% | +56.5% |
| 5Y | +115.6% | -83.6% | +199.2% | +100.1% |
| All | +641.1% | -70.7% | +711.8% | +529.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling