+134,655.9%
AAPL vs CSX
+10,441.3%
+124,214.6%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +2.8% | -0.3% | +1.4% |
| 7D | +3.7% | -2.2% | +5.9% | +4.5% |
| 30D | +4.2% | +6.8% | -2.6% | +1.7% |
| 3M | +12.0% | +0.7% | +11.3% | +11.5% |
| 6M | +19.8% | +13.3% | +6.5% | +13.8% |
| YTD | +29.3% | +40.5% | -11.2% | +13.3% |
| 1Y | +31.1% | +44.7% | -13.6% | +13.6% |
| 3Y | +94.9% | +74.5% | +20.4% | +55.9% |
| 5Y | +138.1% | +52.0% | +86.1% | +99.3% |
| 10Y | +1,276.0% | +412.6% | +863.3% | +638.9% |
| All | +134,655.9% | +10,441.3% | +124,214.6% | +20,743.4% |
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