+45.9%
FCX vs PLTU
-47.3%
+93.2%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.1% | -1.6% | -2.6% |
| 7D | +4.4% | +21.9% | -17.5% | +2.2% |
| 30D | -16.3% | -35.3% | +18.9% | -13.1% |
| 3M | -12.5% | -7.7% | -4.8% | -12.5% |
| 6M | -8.0% | +24.2% | -32.3% | -13.1% |
| YTD | +20.1% | -37.5% | +57.7% | +24.7% |
| 1Y | +45.9% | -43.6% | +89.5% | +53.1% |
| All | +45.9% | -47.3% | +93.2% | +53.1% |
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