+6,916.4%
CSX vs ASX
+3,515.0%
+3,401.4%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -3.9% | +6.6% | +3.4% |
| 7D | +0.1% | -14.6% | +14.7% | +3.2% |
| 30D | +9.7% | -21.1% | +30.8% | +14.4% |
| 3M | +2.3% | -3.1% | +5.4% | +1.5% |
| 6M | +17.1% | +17.4% | -0.3% | +9.2% |
| YTD | +44.9% | +135.3% | -90.4% | +15.1% |
| 1Y | +47.1% | +146.5% | -99.4% | +15.5% |
| 3Y | +78.6% | +403.1% | -324.5% | +15.5% |
| 5Y | +57.2% | +551.7% | -494.5% | -6.5% |
| 10Y | +479.2% | +923.7% | -444.5% | +193.5% |
| All | +6,916.4% | +3,515.0% | +3,401.4% | +1,972.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling