+1,048.5%
CSX vs ACWI
+347.2%
+701.3%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.7% | +0.9% | +0.9% |
| 7D | +0.1% | -0.5% | +0.6% | +0.6% |
| 30D | +9.7% | -1.6% | +11.4% | +11.5% |
| 3M | +2.3% | -1.3% | +3.6% | +3.4% |
| 6M | +17.1% | +5.8% | +11.2% | +9.2% |
| YTD | +44.9% | +12.7% | +32.2% | +26.1% |
| 1Y | +47.1% | +15.0% | +32.1% | +25.2% |
| 3Y | +78.6% | +77.5% | +1.0% | -6.1% |
| 5Y | +57.2% | +61.9% | -4.6% | -9.5% |
| 10Y | +479.2% | +236.1% | +243.1% | +52.4% |
| All | +1,048.5% | +347.2% | +701.3% | +133.4% |
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 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