+134.6%
FCX price history and return analytics
+65.7%
+69.0%
-51.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | +0.1% | +0.6% |
| 7D | +3.1% | -0.1% | +3.2% | +3.2% |
| 30D | +8.1% | -0.7% | +8.8% | +9.4% |
| 3M | +18.9% | +4.0% | +14.9% | +11.7% |
| 6M | +26.6% | +12.3% | +14.3% | +5.4% |
| YTD | +51.2% | +14.0% | +37.1% | +23.1% |
| 1Y | +75.6% | +20.3% | +55.2% | +31.4% |
| 3Y | +101.7% | +75.4% | +26.3% | -17.0% |
| 5Y | +134.6% | +66.0% | +68.7% | +10.0% |
| All | +134.6% | +65.7% | +69.0% | +10.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling