+990.3%
CSX vs ACWI
+356.8%
+633.4%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | 0.0% | +0.9% | +0.9% |
| 7D | -3.4% | +0.5% | -3.9% | -3.9% |
| 30D | -3.1% | +0.9% | -3.9% | -4.0% |
| 3M | +7.2% | +2.4% | +4.8% | +4.0% |
| 6M | +16.2% | +12.4% | +3.8% | +1.9% |
| YTD | +37.5% | +15.2% | +22.4% | +17.4% |
| 1Y | +53.2% | +22.7% | +30.5% | +22.0% |
| 3Y | +68.2% | +75.8% | -7.5% | -10.3% |
| 5Y | +65.2% | +67.7% | -2.5% | -8.2% |
| 10Y | +504.1% | +229.0% | +275.1% | +63.2% |
| All | +990.3% | +356.8% | +633.4% | +117.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling