+53.6%
CSX vs ASX
+414.3%
-360.6%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -20.8% | +18.4% | +0.3% |
| 7D | -2.7% | -33.3% | +30.6% | +2.0% |
| 30D | +7.0% | -36.5% | +43.5% | +12.6% |
| 3M | -0.3% | -19.2% | +18.9% | +1.0% |
| 6M | +13.5% | -10.2% | +23.8% | +11.0% |
| YTD | +41.5% | +86.5% | -45.0% | +20.1% |
| 1Y | +45.8% | +89.6% | -43.9% | +23.2% |
| 3Y | +74.4% | +298.6% | -224.2% | +20.3% |
| 5Y | +53.6% | +414.3% | -360.6% | -3.8% |
| All | +53.6% | +414.3% | -360.6% | -3.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling