+54.1%
CSX vs HAS
+51.6%
+2.5%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.7% | +0.4% | +1.0% |
| 7D | +0.7% | +3.3% | -2.6% | -0.1% |
| 30D | +8.1% | +30.5% | -22.5% | +0.9% |
| 3M | +2.2% | +29.9% | -27.7% | -4.6% |
| 6M | +14.6% | +26.5% | -11.9% | +7.3% |
| YTD | +42.2% | +51.9% | -9.7% | +26.4% |
| 1Y | +47.3% | +60.9% | -13.6% | +28.9% |
| 3Y | +73.5% | +215.0% | -141.5% | +23.2% |
| 5Y | +54.1% | +51.5% | +2.6% | +43.0% |
| All | +54.1% | +51.6% | +2.5% | +43.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling