+211.0%
RSP vs CSX
+415.8%
-204.8%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.7% | +0.9% | +0.5% |
| 7D | +2.4% | +6.0% | -3.6% | -0.3% |
| 30D | +4.3% | +7.8% | -3.5% | +0.6% |
| 3M | -0.3% | +4.1% | -4.4% | -2.4% |
| 6M | +9.8% | +17.9% | -8.1% | +1.2% |
| YTD | +16.8% | +44.9% | -28.1% | -2.5% |
| 1Y | +19.5% | +51.1% | -31.6% | -2.3% |
| 3Y | +65.1% | +78.3% | -13.1% | +22.7% |
| 5Y | +48.7% | +58.1% | -9.4% | +15.2% |
| All | +211.0% | +415.8% | -204.8% | +78.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling