+50.3%
CSX vs WU
-15.1%
+65.4%
-13.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -3.0% | +4.6% | +1.9% |
| 7D | -0.3% | +2.1% | -2.4% | -0.5% |
| 30D | +8.7% | +10.1% | -1.5% | +7.7% |
| 3M | +4.2% | -1.1% | +5.4% | +4.1% |
| 6M | +16.7% | -19.8% | +36.5% | +18.2% |
| YTD | +44.5% | -20.8% | +65.2% | +45.4% |
| 1Y | +50.3% | -15.1% | +65.4% | +47.3% |
| All | +50.3% | -15.1% | +65.4% | +47.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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