+74.5%
CSX vs WING
-13.5%
+88.0%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +8.4% | -5.6% | +2.3% |
| 7D | -2.2% | +8.6% | -10.8% | -2.7% |
| 30D | +6.8% | +44.8% | -37.9% | +4.5% |
| 3M | +0.7% | +51.9% | -51.3% | -2.0% |
| 6M | +13.3% | +37.2% | -24.0% | +10.6% |
| YTD | +40.5% | -25.3% | +65.8% | +42.7% |
| 1Y | +44.7% | -25.1% | +69.8% | +46.6% |
| 3Y | +74.5% | -12.9% | +87.4% | +67.1% |
| All | +74.5% | -13.5% | +88.0% | +67.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WING.
Daily Out/Under-Performance
Portfolio return minus WING return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WING 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 3y: compounded portfolio wealth divided by compounded WING 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…
3y analysis · Full analysis span regression · 6 months rolling