+649.9%
PLTR vs CSX
+56.8%
+593.0%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.6% | +0.5% | +1.0% |
| 7D | +0.4% | -0.3% | +0.7% | +0.7% |
| 30D | -17.5% | +8.7% | -26.2% | -22.6% |
| 3M | -1.5% | +4.2% | -5.7% | -4.8% |
| 6M | +25.9% | +16.7% | +9.3% | +10.9% |
| YTD | -3.0% | +44.5% | -47.5% | -29.9% |
| 1Y | -9.7% | +50.3% | -60.0% | -36.8% |
| 3Y | +776.5% | +76.3% | +700.2% | +405.4% |
| 5Y | +649.9% | +58.1% | +591.8% | +370.3% |
| All | +649.9% | +56.8% | +593.0% | +370.3% |
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