+51.1%
CSX vs MUB
-0.2%
+51.4%
-13.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.3% | -0.3% |
| 7D | +6.0% | -1.3% | +7.2% | +7.4% |
| 30D | +7.8% | +2.2% | +5.6% | +5.0% |
| 3M | +4.1% | -1.6% | +5.7% | +7.4% |
| 6M | +17.9% | -1.3% | +19.2% | +21.2% |
| YTD | +44.9% | -0.7% | +45.6% | +47.1% |
| 1Y | +51.1% | -0.2% | +51.3% | +51.9% |
| All | +51.1% | -0.2% | +51.4% | +51.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling