+75.6%
FCX vs PLTU
-25.0%
+100.5%
-24.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.8% | +0.3% | -0.4% |
| 7D | +3.1% | -0.8% | +3.9% | +2.9% |
| 30D | +8.1% | -8.8% | +16.9% | +8.6% |
| 3M | +18.9% | +41.7% | -22.7% | +11.3% |
| 6M | +26.6% | -9.3% | +35.9% | +24.4% |
| YTD | +51.2% | -35.2% | +86.4% | +54.5% |
| 1Y | +75.6% | -29.5% | +105.0% | +76.2% |
| All | +75.6% | -25.0% | +100.5% | +76.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling