+55.3%
BE vs CSX
+48.0%
+7.3%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +2.6% | -9.0% | -6.7% |
| 7D | -12.1% | +0.1% | -12.3% | -12.1% |
| 30D | -30.1% | +9.7% | -39.8% | -31.1% |
| 3M | -12.1% | +2.3% | -14.4% | -11.7% |
| 6M | -30.6% | +17.1% | -47.6% | -35.5% |
| YTD | +130.6% | +44.9% | +85.7% | +91.8% |
| 1Y | +55.3% | +47.1% | +8.2% | +25.6% |
| All | +55.3% | +48.0% | +7.3% | +25.6% |
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 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