+14.2%
FXI vs UAL
+103.3%
-89.2%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -2.8% | +0.4% | -2.0% |
| 7D | -1.0% | +3.5% | -4.4% | -1.5% |
| 30D | -3.2% | -16.5% | +13.2% | -0.6% |
| 3M | +1.7% | +2.8% | -1.1% | +0.7% |
| 6M | -1.6% | +17.6% | -19.1% | -5.0% |
| YTD | -7.9% | -3.2% | -4.7% | -8.8% |
| 1Y | -9.6% | +0.4% | -10.1% | -11.3% |
| 3Y | +40.5% | +128.2% | -87.7% | +15.9% |
| 5Y | -6.2% | +137.7% | -144.0% | -25.3% |
| 10Y | +14.2% | +99.1% | -85.0% | -14.4% |
| All | +14.2% | +103.3% | -89.2% | -14.4% |
Cumulative growth
Daily Returns
Daily percentage return beside UAL.
Daily Out/Under-Performance
Portfolio return minus UAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UAL 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 UAL 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