-6.6%
FXI vs LPLA
+145.5%
-152.1%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.2% | -1.1% | -1.3% |
| 7D | -2.8% | -1.5% | -1.2% | -2.6% |
| 30D | -5.3% | -6.0% | +0.7% | -4.5% |
| 3M | +0.3% | +21.4% | -21.0% | -2.7% |
| 6M | -4.6% | +12.1% | -16.7% | -6.6% |
| YTD | -9.1% | -1.8% | -7.2% | -9.4% |
| 1Y | -12.0% | +3.2% | -15.2% | -13.2% |
| 3Y | +38.6% | +45.9% | -7.3% | +25.0% |
| 5Y | -6.6% | +144.7% | -151.2% | -35.1% |
| All | -6.6% | +145.5% | -152.1% | -35.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling