+2,631.3%
WFC vs FCX
+1,118.7%
+1,512.6%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | FCX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +5.3% | -7.6% | -3.5% |
| 7D | +1.1% | +5.7% | -4.7% | -0.3% |
| 30D | +0.8% | +10.1% | -9.2% | -1.7% |
| 3M | +9.3% | +20.2% | -10.9% | +3.8% |
| 6M | +10.6% | +29.7% | -19.0% | +2.2% |
| YTD | -4.1% | +51.9% | -56.0% | -15.1% |
| 1Y | +13.6% | +66.0% | -52.4% | -2.5% |
| 3Y | +130.7% | +102.7% | +28.0% | +84.1% |
| 5Y | +126.7% | +138.9% | -12.1% | +68.4% |
| 10Y | +132.1% | +701.1% | -568.9% | +20.5% |
| All | +2,631.3% | +1,118.7% | +1,512.6% | +1,113.8% |
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 2026-09-08: 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 2026-09-08 analysis · Full analysis span regression · 6 months rolling