+68.6%
CSX vs MSFU
+32.6%
+36.0%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.9% | -1.5% | -3.3% |
| 7D | -5.5% | +2.5% | -8.0% | -5.6% |
| 30D | +4.9% | -1.3% | +6.2% | +4.9% |
| 3M | -2.9% | +8.6% | -11.5% | -3.2% |
| 6M | +8.3% | +48.4% | -40.1% | +6.5% |
| YTD | +36.7% | +1.6% | +35.2% | +38.2% |
| 1Y | +41.5% | -5.8% | +47.3% | +44.2% |
| 3Y | +68.6% | +30.9% | +37.7% | +59.8% |
| All | +68.6% | +32.6% | +36.0% | +59.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MSFU.
Daily Out/Under-Performance
Portfolio return minus MSFU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSFU 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 3y: compounded portfolio wealth divided by compounded MSFU 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…
3y analysis · Full analysis span regression · 6 months rolling