+488.5%
CSX vs AZN
+222.4%
+266.2%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.7% | -0.3% | +0.9% |
| 7D | +0.1% | -3.1% | +3.2% | +0.9% |
| 30D | -1.5% | +0.6% | -2.1% | -1.7% |
| 3M | +6.0% | -10.8% | +16.8% | +8.7% |
| 6M | +20.6% | -18.1% | +38.7% | +26.3% |
| YTD | +36.5% | -12.3% | +48.8% | +40.2% |
| 1Y | +55.0% | -0.2% | +55.2% | +53.1% |
| 3Y | +70.8% | +23.4% | +47.4% | +56.4% |
| 5Y | +69.6% | +56.4% | +13.2% | +40.9% |
| All | +488.5% | +222.4% | +266.2% | +322.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AZN.
Daily Out/Under-Performance
Portfolio return minus AZN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZN 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded AZN 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling