+41.5%
CSX vs HAS
+59.5%
-18.0%
-13.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.5% | -2.8% | -3.3% |
| 7D | -5.5% | -0.2% | -5.4% | -5.5% |
| 30D | +4.9% | +31.0% | -26.1% | -0.3% |
| 3M | -2.9% | +30.7% | -33.5% | -7.7% |
| 6M | +8.3% | +23.9% | -15.6% | +4.6% |
| YTD | +36.7% | +48.3% | -11.6% | +25.0% |
| 1Y | +41.5% | +60.2% | -18.7% | +25.0% |
| All | +41.5% | +59.5% | -18.0% | +25.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 HAS 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