+67.8%
CSX vs ACWI
+67.7%
+0.1%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | 0.0% | +0.9% | +0.9% |
| 7D | -3.4% | +0.5% | -3.9% | -3.7% |
| 30D | -3.1% | +0.9% | -3.9% | -3.7% |
| 3M | +7.2% | +2.4% | +4.8% | +4.9% |
| 6M | +16.2% | +12.4% | +3.8% | +5.4% |
| YTD | +37.5% | +15.2% | +22.4% | +22.2% |
| 1Y | +53.2% | +22.7% | +30.5% | +29.1% |
| 3Y | +68.2% | +75.8% | -7.5% | +3.9% |
| All | +67.8% | +67.7% | +0.1% | +6.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 5y: compounded portfolio wealth divided by compounded ACWI 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…
5y analysis · Full analysis span regression · 6 months rolling