-91.2%
SNDQ vs CSX
+15.9%
-107.1%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | +1.0% | +7.2% | +8.6% |
| 7D | -31.8% | +3.1% | -34.9% | -30.6% |
| 30D | +69.3% | +9.7% | +59.6% | +72.1% |
| 3M | +1.1% | +4.9% | -3.8% | -2.6% |
| 6M | -72.4% | +18.4% | -90.8% | -68.9% |
| All | -91.2% | +15.9% | -107.1% | -90.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling