+9,772.3%
CSX vs EVRG
+2,068.9%
+7,703.4%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.5% | +1.3% | +1.1% |
| 7D | -3.4% | +1.1% | -4.5% | -3.8% |
| 30D | -3.1% | -1.0% | -2.1% | -2.7% |
| 3M | +7.2% | +0.4% | +6.8% | +6.9% |
| 6M | +16.2% | -0.8% | +17.0% | +16.4% |
| YTD | +37.5% | +15.3% | +22.2% | +29.3% |
| 1Y | +53.2% | +17.9% | +35.3% | +42.6% |
| 3Y | +68.2% | +71.9% | -3.7% | +32.4% |
| 5Y | +65.2% | +45.3% | +20.0% | +38.5% |
| 10Y | +504.1% | +113.1% | +391.1% | +321.5% |
| All | +9,772.3% | +2,068.9% | +7,703.4% | +2,732.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EVRG.
Daily Out/Under-Performance
Portfolio return minus EVRG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EVRG 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 EVRG 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