+1,265.4%
CSX vs PODD
+767.5%
+497.8%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.1% | +2.9% | +1.2% |
| 7D | -3.4% | +1.6% | -5.0% | -3.7% |
| 30D | -3.1% | +10.7% | -13.8% | -4.9% |
| 3M | +7.2% | +0.7% | +6.4% | +6.1% |
| 6M | +16.2% | -39.3% | +55.5% | +25.1% |
| YTD | +37.5% | -48.1% | +85.7% | +52.1% |
| 1Y | +53.2% | -57.4% | +110.7% | +75.0% |
| 3Y | +68.2% | -23.3% | +91.5% | +67.2% |
| 5Y | +65.2% | -51.3% | +116.5% | +73.2% |
| 10Y | +504.1% | +242.0% | +262.1% | +308.9% |
| All | +1,265.4% | +767.5% | +497.8% | +470.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling