+9,772.3%
CSX vs EQT
+3,007.4%
+6,764.9%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.8% | +1.6% | +1.1% |
| 7D | -3.4% | +1.1% | -4.5% | -3.7% |
| 30D | -3.1% | +7.7% | -10.8% | -4.9% |
| 3M | +7.2% | +0.2% | +7.0% | +6.7% |
| 6M | +16.2% | -9.5% | +25.6% | +18.3% |
| YTD | +37.5% | +3.8% | +33.7% | +35.0% |
| 1Y | +53.2% | +7.8% | +45.5% | +48.3% |
| 3Y | +68.2% | +30.1% | +38.1% | +50.0% |
| 5Y | +65.2% | +188.6% | -123.4% | +11.9% |
| 10Y | +504.1% | +54.6% | +449.5% | +314.1% |
| All | +9,772.3% | +3,007.4% | +6,764.9% | +2,609.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling