+416.4%
CSX vs ASX
+999.3%
-582.9%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +6.6% | -5.0% | +0.4% |
| 7D | -0.3% | +0.8% | -1.1% | -1.0% |
| 30D | +8.7% | -20.4% | +29.1% | +12.2% |
| 3M | +4.2% | -2.1% | +6.4% | +2.6% |
| 6M | +16.7% | +8.2% | +8.5% | +10.0% |
| YTD | +44.5% | +137.3% | -92.8% | +12.6% |
| 1Y | +50.3% | +155.0% | -104.7% | +15.0% |
| 3Y | +76.3% | +397.9% | -321.6% | +9.2% |
| 5Y | +58.1% | +529.2% | -471.1% | -11.0% |
| 10Y | +416.4% | +1,007.5% | -591.1% | +119.7% |
| All | +416.4% | +999.3% | -582.9% | +119.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ASX.
Daily Out/Under-Performance
Portfolio return minus ASX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ASX 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 ASX 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