+73.3%
CSX vs MNDY
-55.0%
+128.3%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.2% | -1.9% | -0.7% |
| 7D | +6.0% | -11.3% | +17.3% | +6.7% |
| 30D | +7.8% | -10.8% | +18.6% | +8.5% |
| 3M | +4.1% | -17.3% | +21.4% | +5.0% |
| 6M | +17.9% | +15.2% | +2.7% | +16.1% |
| YTD | +44.9% | -47.1% | +92.0% | +49.5% |
| 1Y | +51.1% | -51.4% | +102.6% | +56.8% |
| 3Y | +78.3% | -49.6% | +127.9% | +81.1% |
| 5Y | +58.1% | -78.6% | +136.7% | +57.2% |
| All | +73.3% | -55.0% | +128.3% | +83.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MNDY.
Daily Out/Under-Performance
Portfolio return minus MNDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MNDY 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 10y: compounded portfolio wealth divided by compounded MNDY 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…
10y analysis · Full analysis span regression · 6 months rolling