+409.0%
CSX vs GEN
+151.0%
+258.0%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.7% | +0.5% | +1.1% |
| 7D | +0.7% | +1.0% | -0.3% | +0.5% |
| 30D | +8.1% | +29.1% | -21.0% | +2.7% |
| 3M | +2.2% | +2.9% | -0.7% | +1.0% |
| 6M | +14.6% | +33.6% | -19.0% | +7.0% |
| YTD | +42.2% | +12.0% | +30.1% | +37.0% |
| 1Y | +47.3% | +16.2% | +31.2% | +40.7% |
| 3Y | +73.5% | +65.1% | +8.5% | +52.4% |
| 5Y | +54.1% | +33.3% | +20.8% | +38.6% |
| 10Y | +409.0% | +149.7% | +259.3% | +256.0% |
| All | +409.0% | +151.0% | +258.0% | +256.0% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 10y: compounded portfolio wealth divided by compounded GEN 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…
10y analysis · Full analysis span regression · 6 months rolling