+613.6%
FCX vs UUUU
+495.2%
+118.4%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.6% | -6.3% | -0.3% | -4.9% |
| 7D | -1.9% | -5.0% | +3.2% | -0.5% |
| 30D | +3.4% | -7.8% | +11.2% | +5.5% |
| 3M | +15.0% | -0.4% | +15.4% | +14.4% |
| 6M | +14.6% | -32.9% | +47.5% | +25.3% |
| YTD | +41.2% | -6.3% | +47.5% | +38.8% |
| 1Y | +60.4% | +7.9% | +52.5% | +45.6% |
| 3Y | +88.4% | +85.2% | +3.2% | +34.2% |
| 5Y | +115.0% | +97.0% | +18.1% | +39.9% |
| All | +613.6% | +495.2% | +118.4% | +163.9% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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