-6.2%
FXI vs STRL
+2,093.0%
-2,099.2%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-08 to 2026-09-08.
| Period | Portfolio | STRL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +3.2% | -5.7% | -2.7% |
| 7D | -1.0% | +10.1% | -11.1% | -1.7% |
| 30D | -3.2% | -8.2% | +5.0% | -2.7% |
| 3M | +1.7% | -43.7% | +45.4% | +5.9% |
| 6M | -1.6% | +27.1% | -28.7% | -7.0% |
| YTD | -7.9% | +64.0% | -71.9% | -15.6% |
| 1Y | -9.6% | +75.2% | -84.8% | -18.3% |
| 3Y | +40.5% | +539.9% | -499.5% | +1.1% |
| 5Y | -6.2% | +2,133.0% | -2,139.2% | -51.9% |
| All | -6.2% | +2,093.0% | -2,099.2% | -51.9% |
Cumulative growth
Daily Returns
Daily percentage return beside STRL.
Daily Out/Under-Performance
Portfolio return minus STRL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STRL 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 2021-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded STRL 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…
2021-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling