+482.4%
CSX vs ZBH
-18.8%
+501.2%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -3.9% | +3.1% | +0.7% |
| 7D | +0.6% | -5.2% | +5.8% | +2.6% |
| 30D | -2.3% | -2.4% | +0.2% | -1.5% |
| 3M | +4.3% | +8.3% | -4.0% | +0.6% |
| 6M | +23.4% | +0.7% | +22.7% | +21.7% |
| YTD | +36.4% | +5.3% | +31.1% | +31.9% |
| 1Y | +53.0% | -9.1% | +62.1% | +55.6% |
| 3Y | +70.6% | -19.7% | +90.3% | +79.1% |
| 5Y | +65.5% | -31.3% | +96.7% | +81.9% |
| 10Y | +482.4% | -18.9% | +501.3% | +456.6% |
| All | +482.4% | -18.8% | +501.2% | +456.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBH.
Daily Out/Under-Performance
Portfolio return minus ZBH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBH 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 ZBH 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