+607.2%
NBIS vs CSX
+52.4%
+554.8%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | +2.8% | +6.5% | +8.8% |
| 7D | 0.0% | -2.2% | +2.3% | +0.4% |
| 30D | -36.0% | +6.8% | -42.8% | -36.8% |
| 3M | -24.7% | +0.7% | -25.4% | -24.7% |
| 6M | -20.1% | +13.3% | -33.4% | -23.7% |
| YTD | +69.0% | +40.5% | +28.5% | +47.2% |
| 1Y | +27.1% | +44.7% | -17.6% | +9.3% |
| All | +607.2% | +52.4% | +554.8% | +375.8% |
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