+373.5%
FCX vs TEAM
+445.0%
-71.5%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.5% | -0.5% | -1.8% |
| 7D | -0.3% | -2.4% | +2.1% | +0.1% |
| 30D | -14.7% | -26.7% | +12.0% | -10.7% |
| 3M | -11.2% | -9.6% | -1.5% | -10.6% |
| 6M | -11.4% | +86.0% | -97.4% | -23.6% |
| YTD | +17.7% | -7.5% | +25.2% | +14.3% |
| 1Y | +47.5% | -1.4% | +48.8% | +41.2% |
| 3Y | +83.9% | -14.3% | +98.2% | +74.7% |
| 5Y | +54.0% | -66.3% | +120.3% | +67.1% |
| All | +373.5% | +445.0% | -71.5% | +137.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TEAM.
Daily Out/Under-Performance
Portfolio return minus TEAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TEAM 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 10y: compounded portfolio wealth divided by compounded TEAM 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…
10y analysis · Full analysis span regression · 6 months rolling