+55.1%
CSX vs PLTU
+90.0%
-35.0%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -19.6% | +17.3% | -1.8% |
| 7D | -2.7% | -39.1% | +36.4% | -1.5% |
| 30D | +7.0% | -37.6% | +44.6% | +8.2% |
| 3M | -0.3% | -12.7% | +12.4% | -0.4% |
| 6M | +13.5% | +1.7% | +11.8% | +12.0% |
| YTD | +41.5% | -48.8% | +90.3% | +42.4% |
| 1Y | +45.8% | -56.2% | +101.9% | +47.3% |
| All | +55.1% | +90.0% | -35.0% | +40.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTU.
Daily Out/Under-Performance
Portfolio return minus PLTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTU 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 PLTU 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