+416.4%
CSX vs NI
+191.1%
+225.3%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.6% | +1.0% | +1.3% |
| 7D | -0.3% | +0.6% | -0.9% | -0.5% |
| 30D | +8.7% | +11.2% | -2.5% | +3.7% |
| 3M | +4.2% | +9.2% | -4.9% | +0.1% |
| 6M | +16.7% | -1.8% | +18.5% | +17.3% |
| YTD | +44.5% | +12.0% | +32.5% | +36.8% |
| 1Y | +50.3% | +6.4% | +43.8% | +45.4% |
| 3Y | +76.3% | +99.4% | -23.1% | +25.2% |
| 5Y | +58.1% | +113.1% | -55.0% | +7.4% |
| 10Y | +416.4% | +192.3% | +224.1% | +267.0% |
| All | +416.4% | +191.1% | +225.3% | +267.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 NI 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