+496.7%
CSX vs EQT
+50.2%
+446.5%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.9% | -0.4% | -1.2% |
| 7D | -0.6% | -2.0% | +1.4% | -0.3% |
| 30D | -3.2% | +1.0% | -4.2% | -3.4% |
| 3M | +2.6% | +4.0% | -1.4% | +1.9% |
| 6M | +19.8% | -11.7% | +31.5% | +21.4% |
| YTD | +34.7% | +2.8% | +31.8% | +33.5% |
| 1Y | +52.1% | +10.0% | +42.2% | +49.2% |
| 3Y | +68.4% | +34.1% | +34.3% | +57.8% |
| 5Y | +65.1% | +195.3% | -130.2% | +35.6% |
| 10Y | +496.7% | +51.6% | +445.2% | +398.4% |
| All | +496.7% | +50.2% | +446.5% | +398.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EQT.
Daily Out/Under-Performance
Portfolio return minus EQT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQT 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 EQT 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