+48.0%
FCX vs PLTU
+134.3%
-86.3%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +4.3% | -1.3% | +2.5% |
| 7D | -0.8% | -0.9% | +0.1% | -0.8% |
| 30D | -15.1% | -34.7% | +19.6% | -11.2% |
| 3M | -9.6% | -10.8% | +1.2% | -9.5% |
| 6M | -3.1% | +24.1% | -27.1% | -9.6% |
| YTD | +23.4% | -36.8% | +60.3% | +23.0% |
| 1Y | +52.7% | -47.0% | +99.7% | +54.7% |
| All | +48.0% | +134.3% | -86.3% | +14.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling