+75.9%
UBER vs CSX
+108.5%
-32.5%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.8% | -2.6% | -2.9% |
| 7D | -2.8% | +0.6% | -3.4% | -3.2% |
| 30D | -2.5% | -2.3% | -0.3% | -1.1% |
| 3M | +4.4% | +4.3% | +0.1% | +0.7% |
| 6M | -2.7% | +23.4% | -26.0% | -16.8% |
| YTD | -10.5% | +36.4% | -46.9% | -29.0% |
| 1Y | -22.5% | +53.0% | -75.5% | -43.6% |
| 3Y | +54.8% | +70.6% | -15.8% | +1.5% |
| 5Y | +82.5% | +65.5% | +17.0% | +18.8% |
| All | +75.9% | +108.5% | -32.5% | -14.4% |
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