+1,795.2%
CSX vs WU
-20.2%
+1,815.4%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -2.0% | -1.4% | -2.5% |
| 7D | -5.5% | +11.7% | -17.2% | -10.1% |
| 30D | +4.9% | +12.6% | -7.7% | -0.6% |
| 3M | -2.9% | -0.5% | -2.4% | -3.3% |
| 6M | +8.3% | -18.2% | +26.5% | +15.2% |
| YTD | +36.7% | -19.0% | +55.7% | +44.7% |
| 1Y | +41.5% | -16.7% | +58.2% | +47.5% |
| 3Y | +68.6% | -21.0% | +89.6% | +74.5% |
| 5Y | +48.4% | -41.7% | +90.1% | +70.7% |
| 10Y | +446.6% | -35.0% | +481.6% | +471.5% |
| All | +1,795.2% | -20.2% | +1,815.4% | +1,459.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling