+122,851.4%
AAPL vs CSX
+10,217.9%
+112,633.5%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.9% | -3.4% | -2.8% |
| 7D | +0.1% | -3.4% | +3.5% | +1.3% |
| 30D | +3.0% | -3.1% | +6.1% | +4.0% |
| 3M | +2.9% | +7.2% | -4.3% | -0.1% |
| 6M | +22.1% | +16.2% | +5.9% | +14.8% |
| YTD | +18.0% | +37.5% | -19.5% | +4.3% |
| 1Y | +33.9% | +53.2% | -19.3% | +13.6% |
| 3Y | +71.2% | +68.2% | +2.9% | +38.8% |
| 5Y | +112.6% | +65.2% | +47.4% | +73.0% |
| 10Y | +1,198.8% | +504.1% | +694.6% | +560.5% |
| All | +122,851.4% | +10,217.9% | +112,633.5% | +19,089.5% |
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