+1,980.5%
NOW vs CSX
+768.0%
+1,212.5%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -2.3% | -3.6% | -4.9% |
| 7D | -6.7% | -2.7% | -4.0% | -5.6% |
| 30D | -25.8% | +7.0% | -32.8% | -28.1% |
| 3M | -12.7% | -0.3% | -12.4% | -12.8% |
| 6M | +11.2% | +13.5% | -2.3% | +4.2% |
| YTD | -33.2% | +41.5% | -74.7% | -44.4% |
| 1Y | -41.8% | +45.8% | -87.6% | -52.3% |
| 3Y | -15.7% | +74.4% | -90.0% | -37.6% |
| 5Y | -26.0% | +53.6% | -79.7% | -42.2% |
| 10Y | +515.1% | +465.6% | +49.4% | +162.8% |
| All | +1,980.5% | +768.0% | +1,212.5% | +586.2% |
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