+412.6%
CSX vs WCC
+492.1%
-79.4%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +8.1% | -5.4% | +0.5% |
| 7D | -2.2% | -5.7% | +3.5% | -1.1% |
| 30D | +6.8% | -13.5% | +20.3% | +10.3% |
| 3M | +0.7% | -12.9% | +13.6% | +3.3% |
| 6M | +13.3% | -10.7% | +23.9% | +14.1% |
| YTD | +40.5% | +30.0% | +10.5% | +25.1% |
| 1Y | +44.7% | +24.7% | +20.0% | +30.2% |
| 3Y | +74.5% | +136.6% | -62.1% | +20.1% |
| 5Y | +52.0% | +143.9% | -91.9% | -3.1% |
| 10Y | +412.6% | +465.9% | -53.3% | +98.0% |
| All | +412.6% | +492.1% | -79.4% | +98.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 10y: compounded portfolio wealth divided by compounded WCC 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…
10y analysis · Full analysis span regression · 6 months rolling