+50.3%
CSX vs URA
-26.7%
+77.0%
-13.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.5% | +0.1% | +1.5% |
| 7D | -0.3% | +2.9% | -3.2% | -0.5% |
| 30D | +8.7% | -10.8% | +19.5% | +9.6% |
| 3M | +4.2% | -25.5% | +29.7% | +6.6% |
| 6M | +16.7% | -41.2% | +57.9% | +22.5% |
| YTD | +44.5% | -21.3% | +65.8% | +44.6% |
| 1Y | +50.3% | -25.7% | +76.0% | +51.3% |
| All | +50.3% | -26.7% | +77.0% | +51.3% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 URA 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