+9,772.3%
CSX vs GEN
+8,838.9%
+933.4%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.2% | +3.0% | +1.2% |
| 7D | -3.4% | -1.2% | -2.2% | -3.2% |
| 30D | -3.1% | +10.1% | -13.2% | -4.4% |
| 3M | +7.2% | +16.1% | -8.9% | +4.7% |
| 6M | +16.2% | +38.9% | -22.7% | +10.2% |
| YTD | +37.5% | +14.4% | +23.1% | +33.9% |
| 1Y | +53.2% | +5.9% | +47.4% | +50.7% |
| 3Y | +68.2% | +58.8% | +9.4% | +55.2% |
| 5Y | +65.2% | +24.7% | +40.6% | +55.9% |
| 10Y | +504.1% | +163.1% | +341.1% | +400.3% |
| All | +9,772.3% | +8,838.9% | +933.4% | +4,826.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling