+412.6%
CSX vs BEN
+70.4%
+342.2%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +6.3% | -3.6% | +0.2% |
| 7D | -2.2% | +12.2% | -14.4% | -6.9% |
| 30D | +6.8% | +12.1% | -5.3% | +1.6% |
| 3M | +0.7% | +7.3% | -6.6% | -2.6% |
| 6M | +13.3% | +17.9% | -4.6% | +4.8% |
| YTD | +40.5% | +55.4% | -14.9% | +14.6% |
| 1Y | +44.7% | +69.3% | -24.7% | +13.6% |
| 3Y | +74.5% | +82.8% | -8.3% | +27.7% |
| 5Y | +52.0% | +28.8% | +23.2% | +27.0% |
| 10Y | +412.6% | +53.9% | +358.8% | +252.9% |
| All | +412.6% | +70.4% | +342.2% | +252.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 10y: compounded portfolio wealth divided by compounded BEN 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…
10y analysis · Full analysis span regression · 6 months rolling