+45.6%
CSX vs IBB
+38.4%
+7.2%
-13.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +2.8% | 0.0% | +2.2% |
| 7D | -2.2% | +2.7% | -4.9% | -2.6% |
| 30D | +6.8% | +6.3% | +0.5% | +5.7% |
| 3M | +0.7% | +11.1% | -10.4% | -1.6% |
| 6M | +13.3% | +29.2% | -16.0% | +6.1% |
| YTD | +40.5% | +30.2% | +10.3% | +30.2% |
| All | +45.6% | +38.4% | +7.2% | +31.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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