+426.3%
FCX vs RKT
-12.8%
+439.1%
-51.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.6% | -1.8% | -4.8% | -6.3% |
| 7D | -1.9% | -7.2% | +5.4% | -0.7% |
| 30D | +3.4% | -7.9% | +11.3% | +4.5% |
| 3M | +15.0% | +5.2% | +9.8% | +13.3% |
| 6M | +14.6% | -14.9% | +29.6% | +16.3% |
| YTD | +41.2% | -31.9% | +73.1% | +47.5% |
| 1Y | +60.4% | -36.9% | +97.3% | +68.7% |
| 3Y | +88.4% | +35.7% | +52.7% | +72.4% |
| 5Y | +115.0% | -9.7% | +124.7% | +95.5% |
| All | +426.3% | -12.8% | +439.1% | +377.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RKT.
Daily Out/Under-Performance
Portfolio return minus RKT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RKT 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded RKT 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling