+68.6%
CSX vs UUUU
-18.4%
+87.0%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +1.1% | -4.4% | -3.4% |
| 7D | -5.5% | -13.6% | +8.1% | -5.2% |
| 30D | +4.9% | -35.1% | +40.0% | +6.1% |
| 3M | -2.9% | -48.4% | +45.5% | -1.2% |
| 6M | +8.3% | -71.7% | +80.0% | +12.1% |
| YTD | +36.7% | -54.2% | +90.9% | +38.2% |
| 1Y | +41.5% | -56.0% | +97.5% | +43.0% |
| 3Y | +68.6% | -13.1% | +81.7% | +61.7% |
| All | +68.6% | -18.4% | +87.0% | +61.7% |
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 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