+47.3%
CSX vs GEN
+18.5%
+28.9%
-13.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.7% | +0.5% | +1.2% |
| 7D | +0.7% | +1.0% | -0.3% | +0.7% |
| 30D | +8.1% | +29.1% | -21.0% | +7.4% |
| 3M | +2.2% | +2.9% | -0.7% | +1.9% |
| 6M | +14.6% | +33.6% | -19.0% | +14.1% |
| YTD | +42.2% | +12.0% | +30.1% | +49.3% |
| 1Y | +47.3% | +16.2% | +31.2% | +52.1% |
| All | +47.3% | +18.5% | +28.9% | +52.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling