+46.2%
CSX vs AHR
+394.2%
-348.0%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.5% | +0.8% | -0.4% |
| 7D | +6.0% | -0.2% | +6.2% | +6.0% |
| 30D | +7.8% | +10.2% | -2.4% | +5.9% |
| 3M | +4.1% | +8.3% | -4.2% | +2.5% |
| 6M | +17.9% | +13.0% | +4.9% | +15.0% |
| YTD | +44.9% | +24.6% | +20.3% | +38.9% |
| 1Y | +51.1% | +22.2% | +28.9% | +45.2% |
| All | +46.2% | +394.2% | -348.0% | +10.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AHR.
Daily Out/Under-Performance
Portfolio return minus AHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AHR 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 10y: compounded portfolio wealth divided by compounded AHR 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…
10y analysis · Full analysis span regression · 6 months rolling