+10,056.0%
CSX vs BEN
+4,597.0%
+5,459.0%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -4.9% | +2.6% | -0.4% |
| 7D | -2.7% | -0.4% | -2.3% | -2.6% |
| 30D | +7.0% | -0.7% | +7.7% | +7.2% |
| 3M | -0.3% | -6.8% | +6.5% | +2.3% |
| 6M | +13.5% | +7.9% | +5.6% | +9.4% |
| YTD | +41.5% | +39.6% | +1.9% | +22.2% |
| 1Y | +45.8% | +48.5% | -2.8% | +22.7% |
| 3Y | +74.4% | +55.7% | +18.7% | +39.9% |
| 5Y | +53.6% | +15.1% | +38.5% | +35.8% |
| 10Y | +465.6% | +57.4% | +408.3% | +315.2% |
| All | +10,056.0% | +4,597.0% | +5,459.0% | +2,839.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling