+50.3%
CSX vs FLEX
+24.4%
+25.9%
-13.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +3.8% | -2.2% | +1.4% |
| 7D | -0.3% | +2.2% | -2.5% | -0.5% |
| 30D | +8.7% | -32.6% | +41.3% | +10.8% |
| 3M | +4.2% | -35.5% | +39.7% | +6.5% |
| 6M | +16.7% | -45.6% | +62.2% | +20.1% |
| YTD | +44.5% | +30.7% | +13.8% | +31.6% |
| 1Y | +50.3% | +28.4% | +21.9% | +36.7% |
| All | +50.3% | +24.4% | +25.9% | +36.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FLEX.
Daily Out/Under-Performance
Portfolio return minus FLEX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLEX 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 1y: compounded portfolio wealth divided by compounded FLEX 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…
1y analysis · Full analysis span regression · 6 months rolling