+482.4%
CSX vs XEL
+147.3%
+335.1%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.5% | -2.4% | -1.5% |
| 7D | +0.6% | +1.3% | -0.7% | +0.1% |
| 30D | -2.3% | -1.5% | -0.7% | -1.7% |
| 3M | +4.3% | -0.2% | +4.5% | +4.2% |
| 6M | +23.4% | -5.4% | +28.8% | +25.8% |
| YTD | +36.4% | +5.6% | +30.8% | +32.6% |
| 1Y | +53.0% | +10.5% | +42.6% | +45.6% |
| 3Y | +70.6% | +49.2% | +21.4% | +39.5% |
| 5Y | +65.5% | +30.1% | +35.4% | +43.2% |
| 10Y | +482.4% | +146.7% | +335.7% | +395.4% |
| All | +482.4% | +147.3% | +335.1% | +395.4% |
Cumulative growth
Daily Returns
Daily percentage return beside XEL.
Daily Out/Under-Performance
Portfolio return minus XEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XEL 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded XEL 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling