+49.3%
FCX price history and return analytics
+357.8%
-308.5%
-92.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.6% | -2.1% | -1.6% |
| 7D | +4.4% | +2.9% | +1.5% | -0.4% |
| 30D | -16.3% | -2.5% | -13.8% | -12.2% |
| 3M | -12.5% | -3.3% | -9.2% | -6.7% |
| 6M | -8.0% | +1.5% | -9.6% | -8.7% |
| YTD | +20.1% | +11.4% | +8.8% | +3.3% |
| 1Y | +45.9% | +11.9% | +34.0% | +24.7% |
| 3Y | +86.2% | +73.9% | +12.4% | -21.6% |
| 5Y | +57.1% | +57.9% | -0.8% | -19.7% |
| 10Y | +382.5% | +222.6% | +159.9% | -14.4% |
| All | +49.3% | +357.8% | -308.5% | -82.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling