+215.6%
RSP vs CSX
+436.1%
-220.5%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +2.8% | -0.5% | +1.0% |
| 7D | +0.4% | -2.2% | +2.6% | +1.4% |
| 30D | +3.7% | +6.8% | -3.1% | +0.5% |
| 3M | +0.8% | +0.7% | +0.1% | +0.2% |
| 6M | +9.1% | +13.3% | -4.2% | +2.4% |
| YTD | +16.7% | +40.5% | -23.8% | -1.3% |
| 1Y | +19.7% | +44.7% | -25.0% | -0.1% |
| 3Y | +66.7% | +74.5% | -7.8% | +25.0% |
| 5Y | +48.7% | +52.0% | -3.3% | +17.3% |
| 10Y | +215.6% | +412.6% | -197.1% | +83.0% |
| All | +215.6% | +436.1% | -220.5% | +83.0% |
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