+10.7%
DHR vs CSX
+48.0%
-37.3%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +2.6% | -0.5% | +1.5% |
| 7D | +0.4% | +0.1% | +0.2% | +0.3% |
| 30D | +6.2% | +9.7% | -3.5% | +3.6% |
| 3M | +20.8% | +2.3% | +18.5% | +20.4% |
| 6M | +35.5% | +17.1% | +18.4% | +30.4% |
| YTD | +3.2% | +44.9% | -41.7% | -7.7% |
| 1Y | +10.7% | +47.1% | -36.4% | -1.6% |
| All | +10.7% | +48.0% | -37.3% | -1.6% |
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