+2,771.1%
NOW vs CSX
+743.7%
+2,027.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.9% | -3.8% | -3.3% |
| 7D | -2.4% | -3.4% | +1.0% | -0.9% |
| 30D | +20.5% | -3.1% | +23.6% | +22.0% |
| 3M | +18.3% | +7.2% | +11.2% | +14.2% |
| 6M | +24.1% | +16.2% | +7.9% | +13.8% |
| YTD | -7.8% | +37.5% | -45.3% | -22.1% |
| 1Y | -21.4% | +53.2% | -74.6% | -37.1% |
| 3Y | +19.5% | +68.2% | -48.7% | -10.2% |
| 5Y | +4.1% | +65.2% | -61.2% | -21.1% |
| 10Y | +826.4% | +504.1% | +322.3% | +282.8% |
| All | +2,771.1% | +743.7% | +2,027.4% | +860.7% |
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 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