-4.0%
FXI vs LCID
-95.4%
+91.4%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.7% | -0.2% | +1.4% |
| 7D | +1.0% | -6.6% | +7.6% | +1.6% |
| 30D | -0.6% | -30.1% | +29.6% | +2.2% |
| 3M | +1.9% | -17.6% | +19.5% | +2.0% |
| 6M | -0.2% | -54.4% | +54.3% | +4.6% |
| YTD | -5.6% | -55.7% | +50.1% | -1.2% |
| 1Y | -4.7% | -71.0% | +66.4% | +3.0% |
| 3Y | +38.0% | -92.6% | +130.7% | +59.9% |
| 5Y | -2.7% | -97.6% | +94.9% | +21.2% |
| All | -4.0% | -95.4% | +91.4% | +25.0% |
Cumulative growth
Daily Returns
Daily percentage return beside LCID.
Daily Out/Under-Performance
Portfolio return minus LCID return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LCID 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 LCID 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