+412.6%
CSX vs UUUU
+458.0%
-45.4%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +9.8% | -7.0% | +1.9% |
| 7D | -2.2% | -1.1% | -1.1% | -2.2% |
| 30D | +6.8% | -26.6% | +33.4% | +9.5% |
| 3M | +0.7% | -48.3% | +49.0% | +6.2% |
| 6M | +13.3% | -65.8% | +79.1% | +23.2% |
| YTD | +40.5% | -49.7% | +90.3% | +44.7% |
| 1Y | +44.7% | -53.3% | +98.0% | +49.5% |
| 3Y | +74.5% | -7.4% | +81.8% | +59.5% |
| 5Y | +52.0% | -33.4% | +85.4% | +37.5% |
| 10Y | +412.6% | +441.5% | -28.8% | +205.4% |
| All | +412.6% | +458.0% | -45.4% | +205.4% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 10y: compounded portfolio wealth divided by compounded UUUU 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…
10y analysis · Full analysis span regression · 6 months rolling