+9,772.3%
CSX vs BEN
+4,913.3%
+4,858.9%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +3.5% | -2.7% | -0.5% |
| 7D | -3.4% | +0.2% | -3.6% | -3.5% |
| 30D | -3.1% | -0.5% | -2.5% | -2.9% |
| 3M | +7.2% | +9.7% | -2.6% | +2.9% |
| 6M | +16.2% | +33.9% | -17.7% | +2.5% |
| YTD | +37.5% | +49.0% | -11.4% | +16.1% |
| 1Y | +53.2% | +42.1% | +11.1% | +31.3% |
| 3Y | +68.2% | +51.9% | +16.4% | +36.5% |
| 5Y | +65.2% | +39.0% | +26.2% | +34.7% |
| 10Y | +504.1% | +57.9% | +446.3% | +343.0% |
| All | +9,772.3% | +4,913.3% | +4,858.9% | +2,690.8% |
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