+9,772.3%
CSX vs HAS
+3,598.5%
+6,173.8%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.5% | +1.4% | +1.0% |
| 7D | -3.4% | -1.8% | -1.6% | -2.8% |
| 30D | -3.1% | +2.3% | -5.3% | -3.8% |
| 3M | +7.2% | +10.4% | -3.2% | +3.5% |
| 6M | +16.2% | -3.2% | +19.4% | +16.4% |
| YTD | +37.5% | +15.4% | +22.1% | +30.3% |
| 1Y | +53.2% | +18.8% | +34.4% | +43.6% |
| 3Y | +68.2% | +43.9% | +24.3% | +44.4% |
| 5Y | +65.2% | +13.9% | +51.3% | +49.3% |
| 10Y | +504.1% | +56.4% | +447.7% | +365.8% |
| All | +9,772.3% | +3,598.5% | +6,173.8% | +2,921.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling