+53.2%
CSX vs TROW
+0.2%
+53.0%
-11.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.0% | +1.8% | +1.0% |
| 7D | -3.4% | -1.3% | -2.1% | -3.1% |
| 30D | -3.1% | -4.5% | +1.4% | -2.3% |
| 3M | +7.2% | +3.9% | +3.3% | +5.4% |
| 6M | +16.2% | +22.6% | -6.4% | +9.4% |
| YTD | +37.5% | +10.1% | +27.4% | +31.7% |
| 1Y | +53.2% | +3.6% | +49.6% | +52.0% |
| All | +53.2% | +0.2% | +53.0% | +52.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TROW.
Daily Out/Under-Performance
Portfolio return minus TROW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TROW 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 TROW 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