+6,560.6%
CSX vs ASX
+3,515.0%
+3,045.5%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.2% | +0.6% | +0.8% |
| 7D | -3.4% | -0.7% | -2.7% | -3.2% |
| 30D | -3.1% | +2.0% | -5.1% | -3.7% |
| 3M | +7.2% | -1.3% | +8.5% | +5.5% |
| 6M | +16.2% | +71.4% | -55.3% | +0.5% |
| YTD | +37.5% | +135.3% | -97.8% | +10.6% |
| 1Y | +53.2% | +267.5% | -214.3% | +10.9% |
| 3Y | +68.2% | +388.5% | -320.2% | +10.7% |
| 5Y | +65.2% | +417.1% | -351.9% | +4.5% |
| 10Y | +504.1% | +872.7% | -368.6% | +213.2% |
| All | +6,560.6% | +3,515.0% | +3,045.5% | +1,891.7% |
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 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