+40.8%
CVX vs CSX
+54.0%
-13.2%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.9% | -2.1% | -1.2% |
| 7D | +3.3% | -3.4% | +6.7% | +3.2% |
| 30D | +12.9% | -3.1% | +16.0% | +12.7% |
| 3M | +11.7% | +7.2% | +4.5% | +12.3% |
| 6M | +14.1% | +16.2% | -2.0% | +16.3% |
| YTD | +40.7% | +37.5% | +3.1% | +41.8% |
| All | +40.8% | +54.0% | -13.2% | +45.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CSX.
Daily Out/Under-Performance
Portfolio return minus CSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CSX 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 CSX 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