+20.1%
FXI vs LSCC
+1,398.6%
-1,378.5%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +8.4% | -9.3% | -2.5% |
| 7D | +4.4% | +19.3% | -15.0% | +0.3% |
| 30D | +1.2% | -9.6% | +10.9% | +2.5% |
| 3M | -4.2% | -12.4% | +8.2% | -2.9% |
| 6M | -6.2% | -10.5% | +4.2% | -6.9% |
| YTD | -8.8% | +54.8% | -63.6% | -20.8% |
| 1Y | -11.6% | +79.4% | -91.0% | -25.9% |
| 3Y | +45.1% | +109.6% | -64.5% | +10.1% |
| 5Y | -1.2% | +40.4% | -41.6% | -22.4% |
| 10Y | +20.1% | +1,379.1% | -1,359.0% | -46.7% |
| All | +20.1% | +1,398.6% | -1,378.5% | -46.7% |
Cumulative growth
Daily Returns
Daily percentage return beside LSCC.
Daily Out/Under-Performance
Portfolio return minus LSCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LSCC 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 LSCC 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