-8.4%
FXI vs LPLA
+80.3%
-88.7%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.1% | -0.1% | 0.0% |
| 7D | -4.2% | -0.9% | -3.3% | -4.1% |
| 30D | -1.1% | -9.5% | +8.4% | 0.0% |
| 3M | -4.0% | -21.9% | +17.9% | -0.8% |
| 6M | -11.8% | -2.6% | -9.2% | -12.0% |
| YTD | -11.9% | -17.8% | +5.9% | -10.2% |
| 1Y | -16.1% | -21.2% | +5.1% | -14.0% |
| 3Y | +38.8% | +30.6% | +8.2% | +26.3% |
| All | -8.4% | +80.3% | -88.7% | -31.1% |
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