+98.1%
NU vs CSX
+69.5%
+28.6%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.2% | -2.5% | -2.6% |
| 7D | -4.9% | -0.9% | -3.9% | -4.6% |
| 30D | +7.8% | -2.0% | +9.8% | +8.5% |
| 3M | +20.9% | +3.6% | +17.3% | +18.9% |
| 6M | +0.9% | +22.0% | -21.2% | -6.7% |
| YTD | -12.7% | +36.3% | -48.9% | -22.4% |
| 1Y | -6.4% | +50.9% | -57.3% | -19.9% |
| 3Y | +98.1% | +69.2% | +28.9% | +56.1% |
| All | +98.1% | +69.5% | +28.6% | +56.1% |
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