+62,276.4%
DHR vs CSX
+10,441.3%
+51,835.0%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +2.8% | -0.7% | +1.2% |
| 7D | +3.1% | -2.2% | +5.3% | +3.9% |
| 30D | +7.0% | +6.8% | +0.2% | +4.5% |
| 3M | +15.0% | +0.7% | +14.3% | +14.5% |
| 6M | +37.9% | +13.3% | +24.6% | +31.9% |
| YTD | +3.3% | +40.5% | -37.2% | -8.3% |
| 1Y | +12.8% | +44.7% | -31.9% | -0.8% |
| 3Y | +22.4% | +74.5% | -52.1% | +0.1% |
| 5Y | -9.1% | +52.0% | -61.1% | -22.6% |
| 10Y | +247.9% | +412.6% | -164.7% | +90.3% |
| All | +62,276.4% | +10,441.3% | +51,835.0% | +11,326.2% |
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 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