+48.2%
CSX vs WELL
+227.0%
-178.8%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.2% | -3.2% | -3.3% |
| 7D | -5.5% | +4.4% | -10.0% | -6.8% |
| 30D | +4.9% | +10.8% | -5.9% | +1.5% |
| 3M | -2.9% | +4.2% | -7.1% | -4.3% |
| 6M | +8.3% | +14.0% | -5.7% | +3.5% |
| YTD | +36.7% | +33.4% | +3.3% | +24.0% |
| 1Y | +41.5% | +32.4% | +9.1% | +28.4% |
| 3Y | +68.6% | +194.7% | -126.1% | +12.6% |
| All | +48.2% | +227.0% | -178.8% | -6.4% |
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