-10.6%
PATH vs CSX
+44.1%
-54.7%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -2.3% | -1.4% | -4.0% |
| 7D | -5.6% | -2.7% | -2.9% | -6.0% |
| 30D | -0.7% | +7.0% | -7.7% | +0.6% |
| 3M | -5.9% | -0.3% | -5.6% | -6.1% |
| 6M | +21.6% | +13.5% | +8.1% | +24.5% |
| YTD | -20.6% | +41.5% | -62.1% | -18.8% |
| 1Y | -10.6% | +45.8% | -56.3% | -12.4% |
| All | -10.6% | +44.1% | -54.7% | -12.4% |
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