+36.8%
FXI vs WCC
+129.2%
-92.4%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.3% | 0.0% | -1.1% |
| 7D | -2.8% | +6.8% | -9.6% | -3.9% |
| 30D | -5.3% | -3.0% | -2.3% | -5.0% |
| 3M | +0.3% | +0.2% | +0.1% | -0.2% |
| 6M | -4.6% | +33.2% | -37.7% | -10.3% |
| YTD | -9.1% | +45.8% | -54.9% | -16.3% |
| 1Y | -12.0% | +68.4% | -80.3% | -21.4% |
| All | +36.8% | +129.2% | -92.4% | +9.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling