+4,167.1%
SMCI vs FCX
+216.0%
+3,951.2%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-10.
| Period | Portfolio | FCX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -6.6% | +2.6% | -1.8% |
| 7D | -1.3% | -1.9% | +0.6% | -0.7% |
| 30D | +18.3% | +3.4% | +14.9% | +16.7% |
| 3M | +27.7% | +15.0% | +12.7% | +22.3% |
| 6M | +17.6% | +14.6% | +2.9% | +14.2% |
| YTD | +27.7% | +41.2% | -13.5% | +15.4% |
| 1Y | -14.9% | +60.4% | -75.2% | -26.5% |
| 3Y | +33.2% | +88.4% | -55.2% | +9.0% |
| 5Y | +921.6% | +115.0% | +806.5% | +674.9% |
| 10Y | +1,672.4% | +669.9% | +1,002.5% | +711.9% |
| All | +4,167.1% | +216.0% | +3,951.2% | +1,480.7% |
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 1990-01-01 to 2026-09-10: 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…
1990-01-01 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling