+416.4%
CSX vs APO
+847.3%
-430.9%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.2% | +1.4% | +1.5% |
| 7D | -0.3% | +0.2% | -0.4% | -0.3% |
| 30D | +8.7% | +3.1% | +5.6% | +7.4% |
| 3M | +4.2% | -12.0% | +16.2% | +8.2% |
| 6M | +16.7% | -5.0% | +21.6% | +17.4% |
| YTD | +44.5% | -14.0% | +58.5% | +48.7% |
| 1Y | +50.3% | -5.9% | +56.2% | +49.7% |
| 3Y | +76.3% | +51.6% | +24.7% | +41.8% |
| 5Y | +58.1% | +80.8% | -22.7% | +14.2% |
| 10Y | +416.4% | +839.9% | -423.5% | +114.8% |
| All | +416.4% | +847.3% | -430.9% | +114.8% |
Cumulative growth
Daily Returns
Daily percentage return beside APO.
Daily Out/Under-Performance
Portfolio return minus APO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APO 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 APO 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