+38.8%
FXI vs UAL
+189.3%
-150.5%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.7% | +1.7% | +0.2% |
| 7D | -4.2% | -3.0% | -1.2% | -3.9% |
| 30D | -1.1% | +10.5% | -11.6% | -2.5% |
| 3M | -4.0% | -13.5% | +9.5% | -2.5% |
| 6M | -11.8% | +14.2% | -26.1% | -14.2% |
| YTD | -11.9% | -2.2% | -9.7% | -13.0% |
| 1Y | -16.1% | +12.5% | -28.6% | -18.9% |
| 3Y | +38.8% | +186.8% | -148.0% | +1.8% |
| All | +38.8% | +189.3% | -150.5% | +1.8% |
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