+45.6%
CSX vs WCC
+23.3%
+22.3%
-13.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +8.1% | -5.4% | +1.9% |
| 7D | -2.2% | -5.7% | +3.5% | -1.9% |
| 30D | +6.8% | -13.5% | +20.3% | +8.2% |
| 3M | +0.7% | -12.9% | +13.6% | +1.7% |
| 6M | +13.3% | -10.7% | +23.9% | +13.9% |
| YTD | +40.5% | +30.0% | +10.5% | +27.9% |
| All | +45.6% | +23.3% | +22.3% | +33.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling