+632.7%
ADI vs CSX
+488.7%
+144.0%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.8% | +1.1% | +0.7% |
| 7D | +2.4% | +0.6% | +1.8% | +2.1% |
| 30D | -6.6% | -2.3% | -4.3% | -5.4% |
| 3M | -9.8% | +4.3% | -14.1% | -12.4% |
| 6M | +15.7% | +23.4% | -7.7% | +1.8% |
| YTD | +35.1% | +36.4% | -1.3% | +12.1% |
| 1Y | +47.7% | +53.0% | -5.3% | +14.3% |
| 3Y | +114.5% | +70.6% | +43.8% | +53.9% |
| 5Y | +141.2% | +65.5% | +75.8% | +74.0% |
| All | +632.7% | +488.7% | +144.0% | +267.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling