+14.2%
FXI vs RY
+371.6%
-357.5%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.8% | -1.7% | -2.0% |
| 7D | -1.0% | +2.7% | -3.7% | -2.5% |
| 30D | -3.2% | -1.0% | -2.2% | -2.8% |
| 3M | +1.7% | +7.6% | -6.0% | -3.0% |
| 6M | -1.6% | +29.5% | -31.0% | -15.8% |
| YTD | -7.9% | +24.2% | -32.1% | -19.3% |
| 1Y | -9.6% | +46.4% | -56.0% | -28.1% |
| 3Y | +40.5% | +159.4% | -119.0% | -21.6% |
| 5Y | -6.2% | +141.8% | -148.1% | -45.7% |
| 10Y | +14.2% | +373.9% | -359.7% | -56.2% |
| All | +14.2% | +371.6% | -357.5% | -56.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RY.
Daily Out/Under-Performance
Portfolio return minus RY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RY 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded RY 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling