+47.1%
CSX vs SPXU
-30.4%
+77.4%
-13.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -4.9% | +7.5% | +2.0% |
| 7D | +0.1% | +2.2% | -2.0% | +0.4% |
| 30D | +9.7% | +3.8% | +6.0% | +10.3% |
| 3M | +2.3% | +3.3% | -1.0% | +2.9% |
| 6M | +17.1% | -16.7% | +33.8% | +13.1% |
| YTD | +44.9% | -28.6% | +73.5% | +35.3% |
| 1Y | +47.1% | -30.6% | +77.7% | +36.7% |
| All | +47.1% | -30.4% | +77.4% | +36.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 1y: compounded portfolio wealth divided by compounded SPXU 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…
1y analysis · Full analysis span regression · 6 months rolling