+3,173.5%
CSX vs UTHR
+8,281.0%
-5,107.5%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -7.0% | +4.7% | -1.5% |
| 7D | -2.7% | -4.7% | +2.0% | -2.2% |
| 30D | +7.0% | +4.4% | +2.6% | +6.5% |
| 3M | -0.3% | +9.0% | -9.3% | -1.5% |
| 6M | +13.5% | -1.1% | +14.7% | +13.4% |
| YTD | +41.5% | +16.1% | +25.4% | +38.2% |
| 1Y | +45.8% | +26.4% | +19.3% | +40.9% |
| 3Y | +74.4% | +152.1% | -77.7% | +52.7% |
| 5Y | +53.6% | +179.6% | -126.0% | +31.8% |
| 10Y | +465.6% | +395.6% | +70.0% | +343.6% |
| All | +3,173.5% | +8,281.0% | -5,107.5% | +1,807.5% |
Cumulative growth
Daily Returns
Daily percentage return beside UTHR.
Daily Out/Under-Performance
Portfolio return minus UTHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UTHR 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 all: compounded portfolio wealth divided by compounded UTHR 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…
all analysis · Full analysis span regression · 6 months rolling