+86.2%
FCX vs PLTD
-77.3%
+163.5%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +2.3% | +3.0% | +5.9% |
| 7D | +5.7% | +4.5% | +1.2% | +6.8% |
| 30D | +10.1% | -0.7% | +10.8% | +10.0% |
| 3M | +20.2% | -31.0% | +51.2% | +12.7% |
| 6M | +29.7% | -24.8% | +54.5% | +25.9% |
| YTD | +51.9% | -18.6% | +70.5% | +52.1% |
| 1Y | +66.0% | -31.8% | +97.8% | +61.1% |
| All | +86.2% | -77.3% | +163.5% | +46.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTD.
Daily Out/Under-Performance
Portfolio return minus PLTD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTD 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 PLTD 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