+151.1%
NBIS vs CSX
+51.3%
+99.7%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.3% | -0.2% | -1.5% |
| 7D | +17.8% | -0.6% | +18.3% | +17.7% |
| 30D | +30.5% | -3.2% | +33.8% | +30.6% |
| 3M | +9.2% | +2.6% | +6.6% | +8.8% |
| 6M | +153.2% | +19.8% | +133.3% | +137.7% |
| YTD | +187.1% | +34.7% | +152.5% | +162.4% |
| 1Y | +151.1% | +52.1% | +98.9% | +128.5% |
| All | +151.1% | +51.3% | +99.7% | +128.5% |
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