+74.7%
CSX vs UUUU
+96.9%
-22.1%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.8% | 0.0% | +0.8% |
| 7D | -3.4% | -1.4% | -2.0% | -3.3% |
| 30D | -3.1% | +16.3% | -19.4% | -3.5% |
| 3M | +7.2% | -16.7% | +23.9% | +7.6% |
| 6M | +16.2% | -33.7% | +49.8% | +17.2% |
| YTD | +37.5% | -0.5% | +38.0% | +36.2% |
| 1Y | +53.2% | +28.9% | +24.4% | +50.1% |
| All | +74.7% | +96.9% | -22.1% | +63.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling