+72.2%
ADI vs CSX
+45.3%
+27.0%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +2.8% | +5.8% | +7.3% |
| 7D | -4.4% | -2.2% | -2.2% | -3.4% |
| 30D | -2.8% | +6.8% | -9.7% | -5.8% |
| 3M | +1.5% | +0.7% | +0.8% | +1.6% |
| 6M | -4.7% | +13.3% | -18.0% | -13.0% |
| YTD | +46.8% | +40.5% | +6.3% | +16.2% |
| All | +72.2% | +45.3% | +27.0% | +30.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling