+102.7%
FCX vs SNPS
-14.2%
+117.0%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -0.5% | +5.8% | +5.5% |
| 7D | +5.7% | -5.5% | +11.2% | +7.3% |
| 30D | +10.1% | -5.8% | +15.8% | +11.4% |
| 3M | +20.2% | -17.2% | +37.4% | +25.8% |
| 6M | +29.7% | -10.4% | +40.0% | +32.6% |
| YTD | +51.9% | -16.5% | +68.5% | +57.5% |
| 1Y | +66.0% | -35.6% | +101.6% | +78.4% |
| 3Y | +102.7% | -14.6% | +117.4% | +78.8% |
| All | +102.7% | -14.2% | +117.0% | +78.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SNPS.
Daily Out/Under-Performance
Portfolio return minus SNPS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SNPS 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 3y: compounded portfolio wealth divided by compounded SNPS 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…
3y analysis · Full analysis span regression · 6 months rolling