+444.8%
NVDA vs CSX
+57.8%
+387.0%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.7% | -1.3% | -1.6% |
| 7D | -12.7% | +6.0% | -18.7% | -15.8% |
| 30D | -26.4% | +7.8% | -34.2% | -30.1% |
| 3M | -27.6% | +4.1% | -31.7% | -29.9% |
| 6M | -27.7% | +17.9% | -45.6% | -35.9% |
| YTD | -12.5% | +44.9% | -57.4% | -33.2% |
| 1Y | -12.6% | +51.1% | -63.8% | -35.4% |
| 3Y | +235.9% | +78.3% | +157.7% | +98.0% |
| All | +444.8% | +57.8% | +387.0% | +246.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling