+41.5%
CSX vs BAM
+2.7%
+38.8%
-13.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.9% | -4.3% | -3.5% |
| 7D | -5.5% | +9.7% | -15.2% | -7.1% |
| 30D | +4.9% | +19.0% | -14.1% | +1.6% |
| 3M | -2.9% | +0.6% | -3.4% | -3.3% |
| 6M | +8.3% | +11.1% | -2.7% | +6.0% |
| YTD | +36.7% | +4.2% | +32.6% | +34.1% |
| 1Y | +41.5% | +3.3% | +38.2% | +38.8% |
| All | +41.5% | +2.7% | +38.8% | +38.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BAM.
Daily Out/Under-Performance
Portfolio return minus BAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAM 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 1y: compounded portfolio wealth divided by compounded BAM 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…
1y analysis · Full analysis span regression · 6 months rolling