+67.1%
CSX vs FWONK
+46.4%
+20.7%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.9% | -3.2% | -1.6% |
| 7D | -0.6% | -0.6% | 0.0% | -0.5% |
| 30D | -3.2% | -5.8% | +2.5% | -2.3% |
| 3M | +2.6% | +10.0% | -7.4% | +0.7% |
| 6M | +19.8% | +14.7% | +5.2% | +16.6% |
| YTD | +34.7% | -1.7% | +36.4% | +34.4% |
| 1Y | +52.1% | -4.6% | +56.8% | +52.6% |
| All | +67.1% | +46.4% | +20.7% | +57.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FWONK.
Daily Out/Under-Performance
Portfolio return minus FWONK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FWONK 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 3y: compounded portfolio wealth divided by compounded FWONK 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…
3y analysis · Full analysis span regression · 6 months rolling