+669.8%
CSX vs APO
+1,526.1%
-856.2%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -4.5% | +2.1% | -0.9% |
| 7D | -2.7% | -1.1% | -1.6% | -2.5% |
| 30D | +7.0% | +1.1% | +5.9% | +6.4% |
| 3M | -0.3% | -9.2% | +8.9% | +2.3% |
| 6M | +13.5% | -9.2% | +22.8% | +15.9% |
| YTD | +41.5% | -18.0% | +59.5% | +47.7% |
| 1Y | +45.8% | -10.9% | +56.6% | +47.7% |
| 3Y | +74.4% | +44.4% | +29.9% | +43.9% |
| 5Y | +53.6% | +67.9% | -14.3% | +15.6% |
| 10Y | +465.6% | +876.2% | -410.5% | +118.6% |
| All | +669.8% | +1,526.1% | -856.2% | +131.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling