+1,031.9%
NBIS vs CSX
+49.2%
+982.8%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +0.9% | +6.6% | +7.3% |
| 7D | +8.2% | -3.4% | +11.6% | +9.1% |
| 30D | +3.4% | -3.1% | +6.5% | +4.2% |
| 3M | -12.8% | +7.2% | -20.0% | -15.2% |
| 6M | +131.5% | +16.2% | +115.4% | +116.8% |
| YTD | +170.5% | +37.5% | +132.9% | +136.3% |
| 1Y | +248.8% | +53.2% | +195.5% | +190.1% |
| All | +1,031.9% | +49.2% | +982.8% | +663.6% |
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