+412.6%
CSX vs PAAS
+178.0%
+234.7%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +2.9% | -0.1% | +2.5% |
| 7D | -2.2% | +8.8% | -11.0% | -2.9% |
| 30D | +6.8% | -8.5% | +15.3% | +7.4% |
| 3M | +0.7% | -17.0% | +17.7% | +1.9% |
| 6M | +13.3% | -27.9% | +41.1% | +15.6% |
| YTD | +40.5% | -17.5% | +58.0% | +41.0% |
| 1Y | +44.7% | +22.8% | +21.8% | +40.1% |
| 3Y | +74.5% | +224.2% | -149.7% | +51.1% |
| 5Y | +52.0% | +73.6% | -21.6% | +36.9% |
| 10Y | +412.6% | +186.4% | +226.3% | +335.4% |
| All | +412.6% | +178.0% | +234.7% | +335.4% |
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