+504.6%
CSX vs MUB
+17.9%
+486.6%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | 0.0% | +0.8% | +0.8% |
| 7D | -3.4% | -0.9% | -2.5% | -2.8% |
| 30D | -3.1% | -1.4% | -1.7% | -2.1% |
| 3M | +7.2% | -2.2% | +9.3% | +8.9% |
| 6M | +16.2% | -1.9% | +18.1% | +17.8% |
| YTD | +37.5% | -0.8% | +38.3% | +38.4% |
| 1Y | +53.2% | +2.7% | +50.5% | +50.5% |
| 3Y | +68.2% | +8.6% | +59.7% | +58.0% |
| 5Y | +65.2% | +2.0% | +63.2% | +62.2% |
| All | +504.6% | +17.9% | +486.6% | +600.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB 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 MUB 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