+48.2%
CSX vs PODD
-52.5%
+100.7%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -6.2% | +2.8% | -2.6% |
| 7D | -5.5% | -2.1% | -3.4% | -5.3% |
| 30D | +4.9% | +9.0% | -4.1% | +3.9% |
| 3M | -2.9% | +5.2% | -8.0% | -3.5% |
| 6M | +8.3% | -3.2% | +11.5% | +7.9% |
| YTD | +36.7% | -48.5% | +85.2% | +46.8% |
| 1Y | +41.5% | -54.7% | +96.2% | +54.2% |
| 3Y | +68.6% | -7.8% | +76.4% | +62.9% |
| All | +48.2% | -52.5% | +100.7% | +49.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling