-13.8%
FXI vs CHTR
-44.4%
+30.6%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CHTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +3.7% | -3.3% | +0.3% |
| 7D | -3.9% | -4.1% | +0.2% | -3.8% |
| 30D | -2.1% | -3.0% | +0.9% | -2.1% |
| 3M | -0.5% | +4.8% | -5.2% | -0.6% |
| 6M | -4.5% | -35.0% | +30.5% | -5.1% |
| YTD | -9.2% | -30.2% | +20.9% | -9.4% |
| 1Y | -13.8% | -44.8% | +31.0% | -11.7% |
| All | -13.8% | -44.4% | +30.6% | -11.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CHTR.
Daily Out/Under-Performance
Portfolio return minus CHTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHTR 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 1y: compounded portfolio wealth divided by compounded CHTR 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…
1y analysis · Full analysis span regression · 6 months rolling