+482.4%
CSX vs ASX
+918.4%
-436.0%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +6.1% | -6.9% | -2.1% |
| 7D | +0.6% | +6.3% | -5.7% | -0.7% |
| 30D | -2.3% | +6.4% | -8.7% | -3.7% |
| 3M | +4.3% | +13.1% | -8.9% | -0.1% |
| 6M | +23.4% | +90.3% | -66.9% | +3.7% |
| YTD | +36.4% | +149.6% | -113.2% | +7.2% |
| 1Y | +53.0% | +249.2% | -196.1% | +10.4% |
| 3Y | +70.6% | +445.9% | -375.3% | +5.4% |
| 5Y | +65.5% | +477.7% | -412.3% | -2.6% |
| 10Y | +482.4% | +913.4% | -431.0% | +155.3% |
| All | +482.4% | +918.4% | -436.0% | +155.3% |
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