+67.8%
CSX vs OPEN
-83.7%
+151.5%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.6% | +0.2% | +0.8% |
| 7D | -3.4% | -4.3% | +0.9% | -3.2% |
| 30D | -3.1% | -16.2% | +13.1% | -2.4% |
| 3M | +7.2% | -36.4% | +43.5% | +9.0% |
| 6M | +16.2% | -35.5% | +51.6% | +17.8% |
| YTD | +37.5% | -46.0% | +83.5% | +40.2% |
| 1Y | +53.2% | -47.1% | +100.4% | +53.2% |
| 3Y | +68.2% | -19.0% | +87.3% | +53.3% |
| All | +67.8% | -83.7% | +151.5% | +49.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling