+145.8%
CSX vs OPEN
-88.5%
+234.3%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -9.5% | +10.5% | +1.4% |
| 7D | +3.1% | -31.0% | +34.1% | +4.6% |
| 30D | +9.7% | -41.5% | +51.2% | +12.0% |
| 3M | +4.9% | -64.6% | +69.5% | +9.3% |
| 6M | +18.4% | -73.8% | +92.1% | +24.5% |
| YTD | +45.9% | -78.8% | +124.7% | +54.2% |
| 1Y | +50.0% | -86.8% | +136.8% | +61.6% |
| 3Y | +78.0% | -40.6% | +118.6% | +64.4% |
| 5Y | +59.2% | -94.7% | +153.8% | +51.8% |
| All | +145.8% | -88.5% | +234.3% | +116.5% |
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