+53.0%
CSX vs MTZ
+37.3%
+15.7%
-11.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | MTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +3.8% | -4.6% | -1.1% |
| 7D | +0.6% | +3.6% | -2.9% | +0.3% |
| 30D | -2.3% | -9.6% | +7.4% | -1.6% |
| 3M | +4.3% | -31.9% | +36.2% | +6.9% |
| 6M | +23.4% | -13.8% | +37.2% | +22.6% |
| YTD | +36.4% | +13.3% | +23.2% | +33.6% |
| 1Y | +53.0% | +39.3% | +13.8% | +51.7% |
| All | +53.0% | +37.3% | +15.7% | +51.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MTZ.
Daily Out/Under-Performance
Portfolio return minus MTZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MTZ 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 2025-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded MTZ 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling