+43.7%
FCX vs PLTU
+124.7%
-81.0%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.6% | -2.6% | -3.2% |
| 7D | -2.4% | -9.2% | +6.9% | -1.4% |
| 30D | -18.0% | -37.3% | +19.3% | -13.9% |
| 3M | -14.3% | -14.7% | +0.4% | -13.7% |
| 6M | -1.7% | +17.3% | -19.0% | -7.7% |
| YTD | +19.8% | -39.4% | +59.3% | +20.0% |
| 1Y | +48.6% | -50.6% | +99.2% | +51.9% |
| All | +43.7% | +124.7% | -81.0% | +12.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTU.
Daily Out/Under-Performance
Portfolio return minus PLTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTU 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 PLTU 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