-4.9%
FXI vs LSCC
+82.7%
-87.6%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +2.0% | -0.5% | +1.1% |
| 7D | +1.0% | +1.3% | -0.3% | +0.8% |
| 30D | -0.6% | -9.7% | +9.1% | +1.3% |
| 3M | +1.9% | -23.7% | +25.6% | +6.2% |
| 6M | -0.2% | +26.5% | -26.7% | -7.6% |
| YTD | -5.6% | +57.5% | -63.1% | -17.3% |
| 1Y | -4.7% | +75.7% | -80.4% | -19.1% |
| 3Y | +38.0% | +19.5% | +18.6% | +22.2% |
| All | -4.9% | +82.7% | -87.6% | -33.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling