+1,463.2%
CSX vs UUUU
-92.0%
+1,555.2%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -4.2% |
| 3M | +7.2% | -16.7% | +23.9% | +8.0% |
| 6M | +16.2% | -33.7% | +49.8% | +18.2% |
| YTD | +37.5% | -0.5% | +38.0% | +35.1% |
| 1Y | +53.2% | +28.9% | +24.4% | +46.3% |
| 3Y | +68.2% | +99.9% | -31.6% | +51.4% |
| 5Y | +65.2% | +135.3% | -70.1% | +42.6% |
| 10Y | +504.1% | +518.4% | -14.2% | +351.3% |
| All | +1,463.2% | -92.0% | +1,555.2% | +1,057.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling