+414.9%
CSX vs PODD
+324.4%
+90.5%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.1% | -2.8% | -1.0% |
| 7D | +6.0% | +4.1% | +1.9% | +5.3% |
| 30D | +7.8% | +13.9% | -6.0% | +5.8% |
| 3M | +4.1% | +4.1% | 0.0% | +3.3% |
| 6M | +17.9% | +2.4% | +15.5% | +16.5% |
| YTD | +44.9% | -46.4% | +91.3% | +57.0% |
| 1Y | +51.1% | -54.2% | +105.3% | +67.5% |
| 3Y | +78.3% | -6.9% | +85.1% | +72.1% |
| 5Y | +58.1% | -51.6% | +109.7% | +65.6% |
| All | +414.9% | +324.4% | +90.5% | +318.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PODD.
Daily Out/Under-Performance
Portfolio return minus PODD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PODD 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 PODD 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