-6.5%
FXI vs TECK
+180.1%
-186.6%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.8% | -0.4% | +0.2% |
| 7D | -3.9% | -3.8% | 0.0% | -2.9% |
| 30D | -2.1% | +0.7% | -2.8% | -2.5% |
| 3M | -0.5% | +4.6% | -5.1% | -2.5% |
| 6M | -4.5% | +25.1% | -29.7% | -12.0% |
| YTD | -9.2% | +39.2% | -48.4% | -19.6% |
| 1Y | -13.8% | +60.3% | -74.1% | -27.2% |
| 3Y | +36.6% | +62.9% | -26.3% | +11.6% |
| All | -6.5% | +180.1% | -186.6% | -36.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TECK.
Daily Out/Under-Performance
Portfolio return minus TECK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECK 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 TECK 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