+4,344.1%
SMCI vs FCX
+238.2%
+4,105.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FCX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.5% | -2.8% | -3.1% |
| 7D | +5.2% | +3.1% | +2.1% | +4.1% |
| 30D | +23.7% | +8.1% | +15.6% | +20.3% |
| 3M | -4.2% | +18.9% | -23.1% | -8.9% |
| 6M | +21.7% | +26.6% | -4.9% | +14.5% |
| YTD | +33.0% | +51.2% | -18.2% | +17.6% |
| 1Y | -9.3% | +75.6% | -84.8% | -23.9% |
| 3Y | +38.7% | +101.7% | -63.0% | +11.0% |
| 5Y | +967.2% | +134.6% | +832.5% | +687.4% |
| 10Y | +1,745.9% | +724.2% | +1,021.7% | +727.1% |
| All | +4,344.1% | +238.2% | +4,105.8% | +1,510.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling