+504.6%
CSX vs GEN
+162.9%
+341.7%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.2% | +3.0% | +1.3% |
| 7D | -3.4% | -1.2% | -2.2% | -3.2% |
| 30D | -3.1% | +10.1% | -13.2% | -5.0% |
| 3M | +7.2% | +16.1% | -8.9% | +3.7% |
| 6M | +16.2% | +38.9% | -22.7% | +7.6% |
| YTD | +37.5% | +14.4% | +23.1% | +32.6% |
| 1Y | +53.2% | +5.9% | +47.4% | +50.2% |
| 3Y | +68.2% | +58.8% | +9.4% | +49.5% |
| 5Y | +65.2% | +24.7% | +40.6% | +51.4% |
| All | +504.6% | +162.9% | +341.7% | +325.0% |
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