+412.6%
CSX vs APO
+903.0%
-490.4%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +4.7% | -1.9% | +1.2% |
| 7D | -2.2% | +2.3% | -4.5% | -3.0% |
| 30D | +6.8% | +3.0% | +3.8% | +5.6% |
| 3M | +0.7% | -3.7% | +4.4% | +1.4% |
| 6M | +13.3% | -7.5% | +20.7% | +15.0% |
| YTD | +40.5% | -14.5% | +55.0% | +44.9% |
| 1Y | +44.7% | -6.2% | +50.8% | +44.2% |
| 3Y | +74.5% | +51.9% | +22.6% | +40.2% |
| 5Y | +52.0% | +76.5% | -24.5% | +10.8% |
| 10Y | +412.6% | +895.2% | -482.6% | +106.6% |
| All | +412.6% | +903.0% | -490.4% | +106.6% |
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