+373.2%
BE vs CSX
+54.0%
+319.2%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +0.9% | +6.5% | +7.2% |
| 7D | +20.0% | -3.4% | +23.4% | +20.7% |
| 30D | +7.9% | -3.1% | +11.0% | +8.5% |
| 3M | -13.2% | +7.2% | -20.4% | -15.6% |
| 6M | +53.5% | +16.2% | +37.3% | +41.4% |
| YTD | +191.0% | +37.5% | +153.5% | +169.7% |
| All | +373.2% | +54.0% | +319.2% | +369.0% |
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