+14.2%
FXI vs LII
+167.7%
-153.6%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.4% | -1.1% | -2.2% |
| 7D | -1.0% | +2.1% | -3.1% | -1.4% |
| 30D | -3.2% | -12.4% | +9.2% | -0.5% |
| 3M | +1.7% | -24.8% | +26.5% | +6.9% |
| 6M | -1.6% | -25.2% | +23.6% | +3.2% |
| YTD | -7.9% | -20.3% | +12.3% | -5.2% |
| 1Y | -9.6% | -32.9% | +23.3% | -3.3% |
| 3Y | +40.5% | +2.0% | +38.4% | +31.0% |
| 5Y | -6.2% | +24.4% | -30.7% | -19.2% |
| 10Y | +14.2% | +167.2% | -153.1% | -18.9% |
| All | +14.2% | +167.7% | -153.6% | -18.9% |
Cumulative growth
Daily Returns
Daily percentage return beside LII.
Daily Out/Under-Performance
Portfolio return minus LII return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LII 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded LII 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling