+52.0%
CSX vs GEN
+27.3%
+24.7%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | 0.0% | +2.7% | +2.8% |
| 7D | -2.2% | -0.3% | -1.9% | -2.1% |
| 30D | +6.8% | +28.2% | -21.4% | +2.4% |
| 3M | +0.7% | +2.6% | -1.9% | -0.1% |
| 6M | +13.3% | +32.7% | -19.4% | +6.7% |
| YTD | +40.5% | +11.3% | +29.3% | +37.1% |
| 1Y | +44.7% | +17.9% | +26.7% | +39.2% |
| 3Y | +74.5% | +66.3% | +8.2% | +56.1% |
| 5Y | +52.0% | +31.7% | +20.3% | +35.8% |
| All | +52.0% | +27.3% | +24.7% | +35.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling