+264,716.1%
AMZN vs CSX
+2,952.2%
+261,763.9%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.4% | +3.0% | +1.0% |
| 7D | +7.9% | -5.5% | +13.4% | +10.3% |
| 30D | -0.2% | +4.9% | -5.2% | -2.5% |
| 3M | -4.8% | -2.9% | -1.9% | -4.1% |
| 6M | -5.7% | +8.3% | -14.1% | -9.7% |
| YTD | +12.3% | +36.7% | -24.4% | -2.5% |
| 1Y | +6.7% | +41.5% | -34.8% | -8.7% |
| 3Y | +85.6% | +68.6% | +16.9% | +46.1% |
| 5Y | +47.4% | +48.4% | -1.1% | +22.1% |
| 10Y | +586.8% | +446.6% | +140.2% | +214.0% |
| All | +264,716.1% | +2,952.2% | +261,763.9% | +56,709.7% |
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