+50.0%
CSX vs INVH
-2.8%
+52.8%
-13.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.9% | +1.8% | +1.2% |
| 7D | +3.1% | -3.3% | +6.4% | +4.2% |
| 30D | +9.7% | +0.2% | +9.5% | +9.7% |
| 3M | +4.9% | -9.5% | +14.4% | +7.8% |
| 6M | +18.4% | -4.3% | +22.7% | +19.6% |
| YTD | +45.9% | -0.8% | +46.7% | +45.8% |
| 1Y | +50.0% | -3.6% | +53.6% | +53.3% |
| All | +50.0% | -2.8% | +52.8% | +53.3% |
Cumulative growth
Daily Returns
Daily percentage return beside INVH.
Daily Out/Under-Performance
Portfolio return minus INVH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INVH 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 INVH 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