+54,893.9%
DHR vs CSX
+10,217.9%
+44,676.0%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.9% | -2.5% | -1.9% |
| 7D | -3.9% | -3.4% | -0.5% | -2.8% |
| 30D | +4.0% | -3.1% | +7.1% | +5.1% |
| 3M | +11.5% | +7.2% | +4.3% | +9.0% |
| 6M | +1.9% | +16.2% | -14.3% | -3.4% |
| YTD | -8.9% | +37.5% | -46.5% | -18.4% |
| 1Y | +5.1% | +53.2% | -48.1% | -9.3% |
| 3Y | -10.3% | +68.2% | -78.5% | -25.5% |
| 5Y | -27.8% | +65.2% | -93.0% | -40.1% |
| 10Y | +203.6% | +504.1% | -300.5% | +57.6% |
| All | +54,893.9% | +10,217.9% | +44,676.0% | +10,068.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling