+19.2%
FXI vs LPLA
+758.1%
-738.9%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.1% | -0.1% | 0.0% |
| 7D | -4.2% | -0.9% | -3.3% | -4.0% |
| 30D | -1.1% | -9.5% | +8.4% | +0.5% |
| 3M | -4.0% | -21.9% | +17.9% | +0.5% |
| 6M | -11.8% | -2.6% | -9.2% | -12.2% |
| YTD | -11.9% | -17.8% | +5.9% | -9.6% |
| 1Y | -16.1% | -21.2% | +5.1% | -13.2% |
| 3Y | +38.8% | +30.6% | +8.2% | +23.3% |
| 5Y | -9.1% | +81.3% | -90.4% | -28.7% |
| All | +19.2% | +758.1% | -738.9% | -36.4% |
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