-21.8%
FXI vs OSCR
-9.0%
-12.8%
-57.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OSCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.6% | -0.2% | +0.4% |
| 7D | -3.9% | +1.6% | -5.5% | -4.0% |
| 30D | -2.1% | +10.7% | -12.8% | -2.8% |
| 3M | -0.5% | +13.4% | -13.8% | -1.6% |
| 6M | -4.5% | +144.6% | -149.1% | -11.1% |
| YTD | -9.2% | +128.0% | -137.3% | -15.2% |
| 1Y | -13.8% | +68.7% | -82.4% | -18.3% |
| 3Y | +36.6% | +398.8% | -362.2% | +12.7% |
| 5Y | -6.7% | +87.3% | -93.9% | -26.3% |
| All | -21.8% | -9.0% | -12.8% | -34.8% |
Cumulative growth
Daily Returns
Daily percentage return beside OSCR.
Daily Out/Under-Performance
Portfolio return minus OSCR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OSCR 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 OSCR 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