+58.3%
CSX vs GEN
+33.3%
+25.0%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.4% | -3.1% | -1.1% |
| 7D | +6.0% | +2.0% | +3.9% | +5.6% |
| 30D | +7.8% | +27.7% | -19.9% | +3.4% |
| 3M | +4.1% | +3.3% | +0.8% | +3.1% |
| 6M | +17.9% | +31.8% | -13.9% | +11.3% |
| YTD | +44.9% | +13.5% | +31.4% | +40.9% |
| 1Y | +51.1% | +16.0% | +35.1% | +46.2% |
| 3Y | +78.3% | +70.6% | +7.7% | +58.7% |
| All | +58.3% | +33.3% | +25.0% | +40.7% |
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