+56.7%
FCX vs UUUU
+9.0%
+47.8%
-24.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.6% | -6.3% | -0.3% | -4.9% |
| 7D | -1.9% | -5.0% | +3.2% | -0.4% |
| 30D | +3.4% | -7.8% | +11.2% | +5.5% |
| 3M | +15.0% | -0.4% | +15.4% | +14.3% |
| 6M | +14.6% | -32.9% | +47.5% | +23.4% |
| YTD | +41.2% | -6.3% | +47.5% | +46.4% |
| All | +56.7% | +9.0% | +47.8% | +63.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling