+130.4%
CSX vs OPEN
-87.0%
+217.4%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -21.8% | +18.4% | -2.4% |
| 7D | -5.5% | -22.2% | +16.7% | -4.6% |
| 30D | +4.9% | -38.3% | +43.3% | +6.9% |
| 3M | -2.9% | -59.4% | +56.5% | +0.7% |
| 6M | +8.3% | -74.4% | +82.7% | +14.1% |
| YTD | +36.7% | -76.0% | +112.7% | +43.8% |
| 1Y | +41.5% | -78.7% | +120.2% | +49.1% |
| 3Y | +68.6% | -30.0% | +98.6% | +54.5% |
| 5Y | +48.4% | -93.7% | +142.2% | +40.7% |
| All | +130.4% | -87.0% | +217.4% | +101.9% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN 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 OPEN 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