+60.3%
FCX vs SOUN
-73.4%
+133.7%
-24.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +4.9% | -3.5% | +0.2% |
| 7D | -6.0% | -2.7% | -3.3% | -5.4% |
| 30D | -13.6% | -26.5% | +12.9% | -7.4% |
| 3M | -6.8% | -33.6% | +26.9% | +1.4% |
| 6M | +13.2% | -54.4% | +67.6% | +32.7% |
| YTD | +24.4% | -56.7% | +81.1% | +44.9% |
| 1Y | +60.3% | -71.4% | +131.7% | +118.1% |
| All | +60.3% | -73.4% | +133.7% | +118.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SOUN.
Daily Out/Under-Performance
Portfolio return minus SOUN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOUN 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 SOUN 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