+54.1%
CSX vs UUUU
+17.9%
+36.2%
-11.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.0% | -1.9% | -0.9% |
| 7D | +0.6% | +2.8% | -2.2% | +0.5% |
| 30D | -2.3% | +3.4% | -5.7% | -2.4% |
| 3M | +4.3% | -3.9% | +8.2% | +4.4% |
| 6M | +23.4% | -23.2% | +46.5% | +23.9% |
| YTD | +36.4% | +0.6% | +35.9% | +34.6% |
| All | +54.1% | +17.9% | +36.2% | +53.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling