+47.1%
CSX vs KR
+10.2%
+36.9%
-13.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +3.2% | -0.6% | +2.4% |
| 7D | +0.1% | +6.1% | -5.9% | -0.2% |
| 30D | +9.7% | +17.3% | -7.6% | +9.4% |
| 3M | +2.3% | +20.2% | -17.9% | +2.0% |
| 6M | +17.1% | +3.3% | +13.7% | +16.6% |
| YTD | +44.9% | +12.3% | +32.6% | +40.1% |
| 1Y | +47.1% | +10.6% | +36.5% | +41.6% |
| All | +47.1% | +10.2% | +36.9% | +41.6% |
Cumulative growth
Daily Returns
Daily percentage return beside KR.
Daily Out/Under-Performance
Portfolio return minus KR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KR 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 KR 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