+980.0%
SMCI vs FCX
+112.9%
+867.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FCX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -0.2% | +7.5% | +7.4% |
| 7D | +1.3% | -2.3% | +3.6% | +2.4% |
| 30D | +6.6% | +2.7% | +3.9% | +4.6% |
| 3M | +25.4% | +7.4% | +18.0% | +20.8% |
| 6M | +26.1% | +16.0% | +10.1% | +18.9% |
| YTD | +37.0% | +40.9% | -3.9% | +16.8% |
| 1Y | -8.8% | +56.4% | -65.2% | -26.6% |
| 3Y | +44.6% | +84.2% | -39.6% | +5.1% |
| All | +980.0% | +112.9% | +867.1% | +645.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling