+482.4%
CSX vs TGT
+212.5%
+269.9%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.1% | +0.2% | -0.6% |
| 7D | +0.6% | -0.6% | +1.3% | +0.8% |
| 30D | -2.3% | +9.5% | -11.8% | -4.7% |
| 3M | +4.3% | +32.3% | -28.0% | -3.6% |
| 6M | +23.4% | +37.0% | -13.7% | +12.7% |
| YTD | +36.4% | +71.0% | -34.6% | +17.1% |
| 1Y | +53.0% | +85.0% | -32.0% | +28.2% |
| 3Y | +70.6% | +46.8% | +23.8% | +46.0% |
| 5Y | +65.5% | -22.7% | +88.2% | +65.9% |
| 10Y | +482.4% | +216.3% | +266.1% | +284.6% |
| All | +482.4% | +212.5% | +269.9% | +284.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TGT.
Daily Out/Under-Performance
Portfolio return minus TGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TGT 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 TGT 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