+1,119.4%
NBIS vs CSX
+47.9%
+1,071.5%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | -0.8% | +8.6% | +7.9% |
| 7D | +22.2% | +0.6% | +21.6% | +22.0% |
| 30D | +29.7% | -2.3% | +32.0% | +30.5% |
| 3M | +11.9% | +4.3% | +7.6% | +9.9% |
| 6M | +173.0% | +23.4% | +149.6% | +148.8% |
| YTD | +191.4% | +36.4% | +155.0% | +155.0% |
| 1Y | +280.7% | +53.0% | +227.7% | +216.0% |
| All | +1,119.4% | +47.9% | +1,071.5% | +724.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling