+41.5%
CSX vs TECH
+21.1%
+20.4%
-13.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.2% | -3.5% | -3.4% |
| 7D | -5.5% | +0.2% | -5.7% | -5.5% |
| 30D | +4.9% | +0.3% | +4.6% | +4.9% |
| 3M | -2.9% | +1.3% | -4.2% | -2.9% |
| 6M | +8.3% | +54.0% | -45.6% | +7.7% |
| YTD | +36.7% | +24.3% | +12.5% | +36.4% |
| 1Y | +41.5% | +25.8% | +15.7% | +40.5% |
| All | +41.5% | +21.1% | +20.4% | +40.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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