+36.6%
FXI vs OSCR
+401.8%
-365.3%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OSCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.6% | -0.2% | +0.4% |
| 7D | -3.9% | +1.6% | -5.5% | -3.9% |
| 30D | -2.1% | +10.7% | -12.8% | -2.6% |
| 3M | -0.5% | +13.4% | -13.8% | -1.2% |
| 6M | -4.5% | +144.6% | -149.1% | -8.8% |
| YTD | -9.2% | +128.0% | -137.3% | -13.1% |
| 1Y | -13.8% | +68.7% | -82.4% | -16.8% |
| 3Y | +36.6% | +398.8% | -362.2% | +14.4% |
| All | +36.6% | +401.8% | -365.3% | +14.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling