+10,299.8%
CSX vs HAS
+4,759.6%
+5,540.1%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +3.1% | -0.4% | +1.7% |
| 7D | +0.1% | +2.4% | -2.3% | -0.6% |
| 30D | +9.7% | +31.6% | -21.9% | +0.8% |
| 3M | +2.3% | +33.9% | -31.6% | -6.6% |
| 6M | +17.1% | +31.4% | -14.4% | +6.8% |
| YTD | +44.9% | +51.6% | -6.7% | +26.1% |
| 1Y | +47.1% | +65.2% | -18.1% | +24.7% |
| 3Y | +78.6% | +188.7% | -110.2% | +24.2% |
| 5Y | +57.2% | +55.7% | +1.5% | +29.1% |
| 10Y | +479.2% | +108.8% | +370.4% | +309.1% |
| All | +10,299.8% | +4,759.6% | +5,540.1% | +2,824.0% |
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 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