+136,006.0%
UNH vs CSX
+10,217.9%
+125,788.1%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.9% | -1.8% | -1.2% |
| 7D | +1.1% | -3.4% | +4.4% | +2.0% |
| 30D | -3.8% | -3.1% | -0.7% | -3.0% |
| 3M | +0.7% | +7.2% | -6.4% | -1.5% |
| 6M | +37.9% | +16.2% | +21.7% | +31.3% |
| YTD | +21.9% | +37.5% | -15.6% | +10.3% |
| 1Y | +31.4% | +53.2% | -21.9% | +15.0% |
| 3Y | -11.4% | +68.2% | -79.6% | -25.7% |
| 5Y | +2.5% | +65.2% | -62.7% | -14.6% |
| 10Y | +242.9% | +504.1% | -261.3% | +93.9% |
| All | +136,006.0% | +10,217.9% | +125,788.1% | +19,474.5% |
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 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