+9,714.3%
CSX vs EVRG
+2,228.5%
+7,485.8%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.1% | -3.5% | -3.4% |
| 7D | -5.5% | +1.9% | -7.4% | -6.3% |
| 30D | +4.9% | +9.0% | -4.1% | +1.3% |
| 3M | -2.9% | +6.3% | -9.2% | -5.4% |
| 6M | +8.3% | +9.9% | -1.6% | +4.0% |
| YTD | +36.7% | +23.8% | +12.9% | +24.8% |
| 1Y | +41.5% | +19.9% | +21.6% | +30.8% |
| 3Y | +68.6% | +94.3% | -25.6% | +26.3% |
| 5Y | +48.4% | +64.6% | -16.2% | +18.2% |
| 10Y | +446.6% | +121.7% | +324.8% | +274.8% |
| All | +9,714.3% | +2,228.5% | +7,485.8% | +2,634.4% |
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