+82.2%
UBER vs CSX
+110.2%
-28.0%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.9% | -1.1% | -0.8% |
| 7D | -3.9% | -3.4% | -0.5% | -1.7% |
| 30D | +11.1% | -3.1% | +14.2% | +13.3% |
| 3M | +4.9% | +7.2% | -2.3% | -0.7% |
| 6M | -1.2% | +16.2% | -17.3% | -12.0% |
| YTD | -7.3% | +37.5% | -44.8% | -26.8% |
| 1Y | -17.6% | +53.2% | -70.9% | -40.1% |
| 3Y | +61.1% | +68.2% | -7.2% | +6.7% |
| 5Y | +87.9% | +65.2% | +22.7% | +22.5% |
| All | +82.2% | +110.2% | -28.0% | -11.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling