+373.5%
FCX price history and return analytics
+221.8%
+151.8%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.3% | -1.7% | -1.5% |
| 7D | -0.3% | +2.4% | -2.7% | -4.3% |
| 30D | -14.7% | -1.5% | -13.2% | -12.0% |
| 3M | -11.2% | -4.1% | -7.0% | -3.5% |
| 6M | -11.4% | +0.6% | -11.9% | -10.6% |
| YTD | +17.7% | +11.0% | +6.7% | +0.7% |
| 1Y | +47.5% | +13.3% | +34.1% | +21.8% |
| 3Y | +83.9% | +73.4% | +10.5% | -26.0% |
| 5Y | +54.0% | +57.4% | -3.5% | -24.0% |
| All | +373.5% | +221.8% | +151.8% | -27.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 10y: compounded portfolio wealth divided by compounded VT 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…
10y analysis · Full analysis span regression · 6 months rolling