+418.4%
CSX vs PAAS
+207.5%
+210.9%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -4.1% | +5.1% | +1.3% |
| 7D | +3.1% | -7.0% | +10.1% | +3.7% |
| 30D | +9.7% | -15.3% | +25.0% | +11.0% |
| 3M | +4.9% | -27.7% | +32.7% | +7.3% |
| 6M | +18.4% | -40.5% | +58.8% | +22.7% |
| YTD | +45.9% | -26.5% | +72.4% | +47.7% |
| 1Y | +50.0% | -0.8% | +50.7% | +47.7% |
| 3Y | +78.0% | +196.9% | -118.9% | +54.8% |
| 5Y | +59.2% | +49.2% | +10.0% | +44.9% |
| All | +418.4% | +207.5% | +210.9% | +343.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PAAS.
Daily Out/Under-Performance
Portfolio return minus PAAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAAS 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 PAAS 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