+136,554.2%
AAPL vs CSX
+10,737.9%
+125,816.3%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.6% | +0.4% | +1.5% |
| 7D | +1.8% | -0.3% | +2.0% | +1.8% |
| 30D | +4.3% | +8.7% | -4.4% | +1.1% |
| 3M | +16.6% | +4.2% | +12.4% | +14.7% |
| 6M | +21.6% | +16.7% | +4.9% | +14.3% |
| YTD | +31.2% | +44.5% | -13.3% | +13.8% |
| 1Y | +29.6% | +50.3% | -20.7% | +10.7% |
| 3Y | +93.1% | +76.3% | +16.8% | +53.9% |
| 5Y | +146.2% | +58.1% | +88.1% | +103.3% |
| 10Y | +1,326.9% | +416.4% | +910.5% | +664.0% |
| All | +136,554.2% | +10,737.9% | +125,816.3% | +20,826.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CSX.
Daily Out/Under-Performance
Portfolio return minus CSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CSX 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 all: compounded portfolio wealth divided by compounded CSX 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…
all analysis · Full analysis span regression · 6 months rolling