+52.0%
CSX vs OPEN
-93.7%
+145.7%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.7% | +2.1% | +2.7% |
| 7D | -2.2% | -21.7% | +19.5% | -1.2% |
| 30D | +6.8% | -36.5% | +43.3% | +8.8% |
| 3M | +0.7% | -59.5% | +60.2% | +4.6% |
| 6M | +13.3% | -71.9% | +85.1% | +19.2% |
| YTD | +40.5% | -75.8% | +116.3% | +48.3% |
| 1Y | +44.7% | -78.5% | +123.2% | +53.0% |
| 3Y | +74.5% | -30.2% | +104.7% | +57.5% |
| 5Y | +52.0% | -93.3% | +145.3% | +43.1% |
| All | +52.0% | -93.7% | +145.7% | +43.1% |
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