+45.6%
CSX vs BBY
+41.4%
+4.2%
-13.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +6.7% | -3.9% | +2.2% |
| 7D | -2.2% | +10.5% | -12.8% | -3.0% |
| 30D | +6.8% | +22.1% | -15.3% | +5.5% |
| 3M | +0.7% | +31.0% | -30.3% | -0.7% |
| 6M | +13.3% | +83.2% | -69.9% | +8.6% |
| YTD | +40.5% | +65.1% | -24.5% | +37.2% |
| All | +45.6% | +41.4% | +4.2% | +47.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BBY.
Daily Out/Under-Performance
Portfolio return minus BBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBY 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 BBY 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