+50.7%
CSX vs PLTU
+154.0%
-103.3%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -9.0% | +9.9% | +1.1% |
| 7D | -3.4% | -13.6% | +10.2% | -3.0% |
| 30D | -3.1% | +16.7% | -19.7% | -3.7% |
| 3M | +7.2% | +29.6% | -22.4% | +5.6% |
| 6M | +16.2% | -0.1% | +16.3% | +14.9% |
| YTD | +37.5% | -31.5% | +69.1% | +37.7% |
| 1Y | +53.2% | -19.7% | +73.0% | +50.7% |
| All | +50.7% | +154.0% | -103.3% | +36.0% |
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