+427.3%
CSX vs GEN
+157.3%
+270.0%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -2.6% | -0.7% | -2.9% |
| 7D | -5.5% | +2.3% | -7.8% | -5.9% |
| 30D | +4.9% | +33.1% | -28.1% | -0.9% |
| 3M | -2.9% | +6.5% | -9.3% | -4.7% |
| 6M | +8.3% | +53.8% | -45.4% | -2.0% |
| YTD | +36.7% | +11.2% | +25.5% | +31.9% |
| 1Y | +41.5% | +19.4% | +22.1% | +34.3% |
| 3Y | +68.6% | +81.0% | -12.4% | +45.1% |
| 5Y | +48.4% | +33.4% | +15.0% | +33.4% |
| All | +427.3% | +157.3% | +270.0% | +265.2% |
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