+20.1%
FXI vs UAL
+106.7%
-86.6%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +6.8% | -7.6% | -1.9% |
| 7D | +4.4% | +10.2% | -5.8% | +2.7% |
| 30D | +1.2% | +12.0% | -10.8% | -0.7% |
| 3M | -4.2% | -7.1% | +2.9% | -3.4% |
| 6M | -6.2% | +20.9% | -27.1% | -9.9% |
| YTD | -8.8% | +7.7% | -16.5% | -11.3% |
| 1Y | -11.6% | +23.6% | -35.2% | -16.1% |
| 3Y | +45.1% | +222.6% | -177.4% | +13.3% |
| 5Y | -1.2% | +127.9% | -129.1% | -20.8% |
| 10Y | +20.1% | +100.2% | -80.1% | -4.9% |
| All | +20.1% | +106.7% | -86.6% | -4.9% |
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