+418.4%
CSX vs AON
+228.1%
+190.2%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.9% | +1.9% | +1.4% |
| 7D | +3.1% | -3.2% | +6.3% | +4.5% |
| 30D | +9.7% | +21.7% | -12.0% | +0.8% |
| 3M | +4.9% | -5.1% | +10.1% | +6.7% |
| 6M | +18.4% | +5.9% | +12.5% | +14.0% |
| YTD | +45.9% | -4.8% | +50.7% | +46.0% |
| 1Y | +50.0% | -4.1% | +54.0% | +49.4% |
| 3Y | +78.0% | +2.0% | +76.0% | +68.8% |
| 5Y | +59.2% | +15.2% | +44.0% | +39.0% |
| All | +418.4% | +228.1% | +190.2% | +209.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AON.
Daily Out/Under-Performance
Portfolio return minus AON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AON 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 AON 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