+3,710.1%
CSX vs OVV
+155.6%
+3,554.5%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -5.6% | +8.2% | +3.9% |
| 7D | +0.1% | -12.1% | +12.2% | +3.0% |
| 30D | +9.7% | +2.9% | +6.9% | +8.7% |
| 3M | +2.3% | +3.7% | -1.4% | +0.9% |
| 6M | +17.1% | +0.6% | +16.4% | +15.8% |
| YTD | +44.9% | +62.5% | -17.6% | +27.3% |
| 1Y | +47.1% | +72.0% | -24.9% | +27.2% |
| 3Y | +78.6% | +39.1% | +39.5% | +57.6% |
| 5Y | +57.2% | +98.5% | -41.3% | +19.8% |
| 10Y | +479.2% | +60.1% | +419.1% | +236.1% |
| All | +3,710.1% | +155.6% | +3,554.5% | +1,741.2% |
Cumulative growth
Daily Returns
Daily percentage return beside OVV.
Daily Out/Under-Performance
Portfolio return minus OVV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OVV 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 all: compounded portfolio wealth divided by compounded OVV 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…
all analysis · Full analysis span regression · 6 months rolling