+636.4%
ADI vs CSX
+481.1%
+155.3%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | CSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.3% | +1.8% | +1.3% |
| 7D | +2.6% | -0.6% | +3.2% | +3.0% |
| 30D | -4.6% | -3.2% | -1.4% | -2.8% |
| 3M | -9.5% | +2.6% | -12.1% | -11.3% |
| 6M | +14.8% | +19.8% | -5.0% | +2.8% |
| YTD | +35.8% | +34.7% | +1.2% | +13.5% |
| 1Y | +48.9% | +52.1% | -3.2% | +15.7% |
| 3Y | +115.6% | +68.4% | +47.1% | +55.8% |
| 5Y | +135.1% | +65.1% | +70.0% | +69.8% |
| 10Y | +636.4% | +496.7% | +139.7% | +272.2% |
| All | +636.4% | +481.1% | +155.3% | +272.2% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling