-44.7%
IONQ vs FCX
+58.1%
-102.7%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FCX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.3% | -2.8% | -2.5% |
| 7D | -8.9% | -6.0% | -2.9% | -4.7% |
| 30D | -31.3% | -13.6% | -17.7% | -23.2% |
| 3M | -29.2% | -6.8% | -22.4% | -26.1% |
| 6M | -35.4% | +13.2% | -48.6% | -40.4% |
| YTD | -34.2% | +24.4% | -58.6% | -44.1% |
| 1Y | -44.7% | +60.3% | -104.9% | -62.2% |
| All | -44.7% | +58.1% | -102.7% | -62.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FCX.
Daily Out/Under-Performance
Portfolio return minus FCX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FCX 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 FCX 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