+53.3%
CSX vs VIK
+234.5%
-181.2%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +1.5% | -4.9% | -3.7% |
| 7D | -5.5% | 0.0% | -5.5% | -5.6% |
| 30D | +4.9% | +7.7% | -2.7% | +3.1% |
| 3M | -2.9% | -17.6% | +14.8% | +1.1% |
| 6M | +8.3% | +1.7% | +6.7% | +6.8% |
| YTD | +36.7% | +22.5% | +14.2% | +27.6% |
| 1Y | +41.5% | +52.6% | -11.1% | +24.8% |
| All | +53.3% | +234.5% | -181.2% | +14.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VIK.
Daily Out/Under-Performance
Portfolio return minus VIK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIK 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 5y: compounded portfolio wealth divided by compounded VIK 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…
5y analysis · Full analysis span regression · 6 months rolling