+41.5%
CSX vs SUI
-0.1%
+41.6%
-13.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.5% | -1.9% | -3.0% |
| 7D | -5.5% | +6.2% | -11.7% | -6.7% |
| 30D | +4.9% | +8.6% | -3.6% | +3.1% |
| 3M | -2.9% | +1.0% | -3.8% | -3.3% |
| 6M | +8.3% | -2.6% | +10.9% | +8.6% |
| YTD | +36.7% | -0.1% | +36.9% | +36.6% |
| 1Y | +41.5% | +0.5% | +41.0% | +40.9% |
| All | +41.5% | -0.1% | +41.6% | +40.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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