+52.0%
CSX vs WELL
+227.7%
-175.7%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +1.0% | +1.8% | +2.5% |
| 7D | -2.2% | +3.5% | -5.7% | -3.2% |
| 30D | +6.8% | +9.7% | -2.9% | +3.6% |
| 3M | +0.7% | +4.8% | -4.1% | -1.0% |
| 6M | +13.3% | +16.1% | -2.8% | +7.6% |
| YTD | +40.5% | +34.7% | +5.8% | +27.0% |
| 1Y | +44.7% | +31.9% | +12.7% | +31.5% |
| 3Y | +74.5% | +209.9% | -135.4% | +14.4% |
| 5Y | +52.0% | +226.5% | -174.5% | -3.9% |
| All | +52.0% | +227.7% | -175.7% | -3.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WELL.
Daily Out/Under-Performance
Portfolio return minus WELL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WELL 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 WELL 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