+14.2%
FXI vs WCC
+518.6%
-504.4%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.2% | +2.7% | 0.0% |
| 7D | -2.8% | +1.7% | -4.5% | -3.1% |
| 30D | -3.7% | -6.1% | +2.4% | -2.7% |
| 3M | -0.4% | +3.1% | -3.5% | -1.6% |
| 6M | -5.4% | +28.2% | -33.7% | -11.0% |
| YTD | -9.6% | +41.1% | -50.7% | -16.8% |
| 1Y | -11.9% | +61.3% | -73.2% | -21.4% |
| 3Y | +37.8% | +123.6% | -85.8% | +11.0% |
| 5Y | -7.0% | +214.8% | -221.8% | -33.3% |
| All | +14.2% | +518.6% | -504.4% | -35.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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