+15.0%
FXI vs CDW
+262.5%
-247.5%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.5% | +0.2% | -0.9% |
| 7D | -2.8% | -4.2% | +1.5% | -1.8% |
| 30D | -5.3% | +4.9% | -10.2% | -6.7% |
| 3M | +0.3% | +7.3% | -6.9% | -2.4% |
| 6M | -4.6% | +19.2% | -23.8% | -11.5% |
| YTD | -9.1% | +6.2% | -15.3% | -13.1% |
| 1Y | -12.0% | -14.0% | +2.1% | -10.6% |
| 3Y | +38.6% | -30.0% | +68.6% | +46.5% |
| 5Y | -6.6% | -23.6% | +17.0% | -6.3% |
| 10Y | +15.0% | +269.4% | -254.4% | -31.8% |
| All | +15.0% | +262.5% | -247.5% | -31.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CDW.
Daily Out/Under-Performance
Portfolio return minus CDW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CDW 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded CDW 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling