+42.6%
FXI vs UAL
+197.6%
-155.0%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.0% | -2.0% | -0.2% |
| 7D | +5.7% | +8.2% | -2.5% | +4.6% |
| 30D | +4.6% | +2.3% | +2.2% | +4.1% |
| 3M | -2.8% | -12.7% | +9.9% | -1.4% |
| 6M | -6.1% | +12.7% | -18.8% | -8.4% |
| YTD | -8.0% | +0.8% | -8.9% | -9.5% |
| 1Y | -11.3% | +17.8% | -29.1% | -14.8% |
| 3Y | +42.6% | +206.7% | -164.1% | +2.9% |
| All | +42.6% | +197.6% | -155.0% | +2.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling