-39.8%
NOW vs CSX
+49.3%
-89.1%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.7% | +2.2% | +1.3% |
| 7D | +0.3% | +6.0% | -5.7% | +2.8% |
| 30D | -27.0% | +7.8% | -34.8% | -24.4% |
| 3M | -19.6% | +4.1% | -23.7% | -18.6% |
| 6M | +17.5% | +17.9% | -0.4% | +29.7% |
| YTD | -33.3% | +44.9% | -78.1% | -24.6% |
| 1Y | -39.8% | +51.1% | -91.0% | -32.7% |
| All | -39.8% | +49.3% | -89.1% | -32.7% |
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