+412.6%
CSX vs SPXU
-99.5%
+512.2%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -7.0% | +9.8% | +0.5% |
| 7D | -2.2% | -1.5% | -0.7% | -2.2% |
| 30D | +6.8% | +9.7% | -2.8% | +10.6% |
| 3M | +0.7% | +8.4% | -7.7% | +4.0% |
| 6M | +13.3% | -5.7% | +19.0% | +12.3% |
| YTD | +40.5% | -25.4% | +66.0% | +30.5% |
| 1Y | +44.7% | -28.9% | +73.6% | +32.7% |
| 3Y | +74.5% | -81.2% | +155.7% | +10.6% |
| 5Y | +52.0% | -83.3% | +135.3% | +8.0% |
| 10Y | +412.6% | -99.5% | +512.1% | +54.5% |
| All | +412.6% | -99.5% | +512.2% | +54.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling