-80.4%
PATH vs CSX
+69.8%
-150.3%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +2.6% | +0.3% | +1.5% |
| 7D | -4.8% | +0.1% | -4.9% | -4.8% |
| 30D | +2.7% | +9.7% | -7.1% | -2.3% |
| 3M | -4.2% | +2.3% | -6.5% | -5.6% |
| 6M | +24.7% | +17.1% | +7.7% | +13.1% |
| YTD | -17.6% | +44.9% | -62.5% | -35.6% |
| 1Y | -5.3% | +47.1% | -52.4% | -26.7% |
| 3Y | -22.0% | +78.6% | -100.6% | -47.9% |
| 5Y | -76.5% | +57.2% | -133.7% | -84.0% |
| All | -80.4% | +69.8% | -150.3% | -87.6% |
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