+53.0%
CSX vs SPXU
-38.3%
+91.3%
-11.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.7% | -2.5% | -0.6% |
| 7D | +0.6% | -1.5% | +2.1% | +0.4% |
| 30D | -2.3% | +3.7% | -6.0% | -1.7% |
| 3M | +4.3% | -9.6% | +13.9% | +2.9% |
| 6M | +23.4% | -32.4% | +55.7% | +14.4% |
| YTD | +36.4% | -28.7% | +65.1% | +28.1% |
| 1Y | +53.0% | -38.2% | +91.3% | +42.2% |
| All | +53.0% | -38.3% | +91.3% | +42.2% |
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