+4,277.9%
CSX vs RMD
+36,837.6%
-32,559.8%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.4% | +1.2% | +0.9% |
| 7D | -3.4% | -5.0% | +1.6% | -2.4% |
| 30D | -3.1% | +2.2% | -5.3% | -3.6% |
| 3M | +7.2% | +17.8% | -10.7% | +3.6% |
| 6M | +16.2% | -11.3% | +27.5% | +18.3% |
| YTD | +37.5% | -4.4% | +42.0% | +38.0% |
| 1Y | +53.2% | -15.7% | +69.0% | +57.3% |
| 3Y | +68.2% | +47.7% | +20.5% | +52.5% |
| 5Y | +65.2% | -19.2% | +84.4% | +66.0% |
| 10Y | +504.1% | +280.4% | +223.7% | +354.4% |
| All | +4,277.9% | +36,837.6% | -32,559.8% | +1,921.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 RMD 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