+9,772.3%
CSX vs LNT
+3,155.8%
+6,616.4%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | 0.0% | +0.9% | +0.9% |
| 7D | -3.4% | -0.1% | -3.3% | -3.3% |
| 30D | -3.1% | -3.2% | +0.1% | -1.8% |
| 3M | +7.2% | -4.1% | +11.2% | +8.9% |
| 6M | +16.2% | -4.6% | +20.7% | +18.3% |
| YTD | +37.5% | +7.0% | +30.5% | +33.1% |
| 1Y | +53.2% | +8.3% | +44.9% | +47.4% |
| 3Y | +68.2% | +51.0% | +17.2% | +38.2% |
| 5Y | +65.2% | +30.2% | +35.1% | +43.3% |
| 10Y | +504.1% | +143.6% | +360.5% | +290.0% |
| All | +9,772.3% | +3,155.8% | +6,616.4% | +2,453.1% |
Cumulative growth
Daily Returns
Daily percentage return beside LNT.
Daily Out/Under-Performance
Portfolio return minus LNT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LNT 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 LNT 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