+14.7%
FXI vs LPLA
+1,251.7%
-1,237.0%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.9% | -1.5% | 0.0% |
| 7D | -3.9% | -1.5% | -2.3% | -3.6% |
| 30D | -2.1% | -6.0% | +3.9% | -0.9% |
| 3M | -0.5% | +24.0% | -24.5% | -5.0% |
| 6M | -4.5% | +17.0% | -21.5% | -8.2% |
| YTD | -9.2% | -0.7% | -8.6% | -10.0% |
| 1Y | -13.8% | +2.1% | -15.9% | -15.3% |
| 3Y | +36.6% | +48.7% | -12.1% | +19.6% |
| 5Y | -6.7% | +151.2% | -157.9% | -31.1% |
| All | +14.7% | +1,251.7% | -1,237.0% | -39.4% |
Cumulative growth
Daily Returns
Daily percentage return beside LPLA.
Daily Out/Under-Performance
Portfolio return minus LPLA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LPLA 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 10y: compounded portfolio wealth divided by compounded LPLA 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…
10y analysis · Full analysis span regression · 6 months rolling