+482.4%
CSX vs EFX
+40.1%
+442.3%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | EFX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -3.1% | +2.2% | +0.1% |
| 7D | +0.6% | -7.8% | +8.4% | +3.0% |
| 30D | -2.3% | -5.7% | +3.5% | -0.7% |
| 3M | +4.3% | +2.5% | +1.8% | +2.4% |
| 6M | +23.4% | -16.7% | +40.0% | +28.8% |
| YTD | +36.4% | -20.2% | +56.6% | +43.3% |
| 1Y | +53.0% | -31.4% | +84.4% | +68.6% |
| 3Y | +70.6% | -10.5% | +81.1% | +65.2% |
| 5Y | +65.5% | -35.2% | +100.7% | +75.4% |
| 10Y | +482.4% | +40.2% | +442.2% | +360.3% |
| All | +482.4% | +40.1% | +442.3% | +360.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EFX.
Daily Out/Under-Performance
Portfolio return minus EFX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EFX 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded EFX 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling