+482.4%
CSX vs SYY
+94.9%
+387.5%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.3% | -0.6% | -0.7% |
| 7D | +0.6% | -2.8% | +3.4% | +1.7% |
| 30D | -2.3% | -5.3% | +3.0% | -0.2% |
| 3M | +4.3% | +5.1% | -0.8% | +2.1% |
| 6M | +23.4% | -5.0% | +28.4% | +24.5% |
| YTD | +36.4% | +10.7% | +25.7% | +29.0% |
| 1Y | +53.0% | +0.7% | +52.4% | +50.1% |
| 3Y | +70.6% | +24.0% | +46.6% | +52.1% |
| 5Y | +65.5% | +19.3% | +46.2% | +47.7% |
| 10Y | +482.4% | +96.4% | +386.0% | +326.6% |
| All | +482.4% | +94.9% | +387.5% | +326.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SYY.
Daily Out/Under-Performance
Portfolio return minus SYY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYY 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded SYY 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling