+52.1%
CSX vs AHR
+28.9%
+23.3%
-11.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.5% | +0.2% | -1.0% |
| 7D | -0.6% | -4.3% | +3.8% | +0.3% |
| 30D | -3.2% | -3.1% | -0.2% | -2.7% |
| 3M | +2.6% | +15.7% | -13.1% | -1.4% |
| 6M | +19.8% | +4.1% | +15.8% | +17.5% |
| YTD | +34.7% | +15.4% | +19.2% | +30.4% |
| 1Y | +52.1% | +28.0% | +24.2% | +44.0% |
| All | +52.1% | +28.9% | +23.3% | +44.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling