+74.5%
CSX vs OPEN
-35.0%
+109.5%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.7% | +2.1% | +2.7% |
| 7D | -2.2% | -21.7% | +19.5% | -1.5% |
| 30D | +6.8% | -36.5% | +43.3% | +8.1% |
| 3M | +0.7% | -59.5% | +60.2% | +3.2% |
| 6M | +13.3% | -71.9% | +85.1% | +17.1% |
| YTD | +40.5% | -75.8% | +116.3% | +45.5% |
| 1Y | +44.7% | -78.5% | +123.2% | +50.0% |
| 3Y | +74.5% | -30.2% | +104.7% | +60.2% |
| All | +74.5% | -35.0% | +109.5% | +60.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling