+9,986.1%
CSX vs KR
+5,229.4%
+4,756.6%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.5% | +2.3% | +2.7% |
| 7D | -2.2% | -0.5% | -1.7% | -2.1% |
| 30D | +6.8% | +10.3% | -3.5% | +4.6% |
| 3M | +0.7% | +20.7% | -20.0% | -3.3% |
| 6M | +13.3% | +4.9% | +8.4% | +11.6% |
| YTD | +40.5% | +10.7% | +29.8% | +36.2% |
| 1Y | +44.7% | +7.2% | +37.5% | +41.1% |
| 3Y | +74.5% | +65.7% | +8.8% | +52.6% |
| 5Y | +52.0% | +80.8% | -28.8% | +28.6% |
| 10Y | +412.6% | +159.6% | +253.0% | +279.6% |
| All | +9,986.1% | +5,229.4% | +4,756.6% | +3,683.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling