+74.5%
CSX vs HAS
+182.9%
-108.4%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.7% | -0.7% | -2.0% |
| 7D | -2.7% | 0.0% | -2.7% | -2.7% |
| 30D | +7.0% | +31.3% | -24.3% | +0.7% |
| 3M | -0.3% | +32.1% | -32.4% | -6.4% |
| 6M | +13.5% | +28.1% | -14.6% | +7.0% |
| YTD | +41.5% | +49.1% | -7.6% | +28.3% |
| 1Y | +45.8% | +60.5% | -14.8% | +29.8% |
| All | +74.5% | +182.9% | -108.4% | +36.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling