+14.2%
FXI vs CBRE
+398.3%
-384.1%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.2% | +0.6% | -0.2% |
| 7D | -2.8% | -7.2% | +4.4% | -0.7% |
| 30D | -3.7% | -6.4% | +2.7% | -2.0% |
| 3M | -0.4% | +2.9% | -3.3% | -1.8% |
| 6M | -5.4% | +2.5% | -7.9% | -6.8% |
| YTD | -9.6% | -14.2% | +4.6% | -6.8% |
| 1Y | -11.9% | -15.1% | +3.2% | -9.0% |
| 3Y | +37.8% | +61.9% | -24.0% | +13.7% |
| 5Y | -7.0% | +42.4% | -49.4% | -21.6% |
| All | +14.2% | +398.3% | -384.1% | -33.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CBRE.
Daily Out/Under-Performance
Portfolio return minus CBRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CBRE 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded CBRE 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling