+1,075.1%
FCX vs RRX
+1,761.7%
-686.5%
-92.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +0.5% | +4.8% | +5.1% |
| 7D | +5.7% | +4.3% | +1.4% | +3.3% |
| 30D | +10.1% | -8.0% | +18.1% | +15.0% |
| 3M | +20.2% | -22.0% | +42.2% | +34.9% |
| 6M | +29.7% | -11.9% | +41.6% | +34.7% |
| YTD | +51.9% | +17.1% | +34.8% | +32.3% |
| 1Y | +66.0% | +14.9% | +51.1% | +45.0% |
| 3Y | +102.7% | +6.9% | +95.9% | +71.2% |
| 5Y | +138.9% | +19.6% | +119.3% | +85.0% |
| 10Y | +701.1% | +215.9% | +485.1% | +281.4% |
| All | +1,075.1% | +1,761.7% | -686.5% | +230.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RRX.
Daily Out/Under-Performance
Portfolio return minus RRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRX 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded RRX 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling