+135,813.2%
UNH vs CSX
+10,157.3%
+125,655.8%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.4% | +3.0% | +0.6% |
| 7D | -3.2% | -5.5% | +2.4% | -1.6% |
| 30D | +4.8% | +4.9% | -0.1% | +3.3% |
| 3M | -1.8% | -2.9% | +1.0% | -1.2% |
| 6M | +8.6% | +8.3% | +0.2% | +5.6% |
| YTD | +21.8% | +36.7% | -15.0% | +10.2% |
| 1Y | +25.8% | +41.5% | -15.7% | +12.8% |
| 3Y | -21.3% | +68.6% | -89.9% | -34.0% |
| 5Y | -5.3% | +48.4% | -53.8% | -18.7% |
| 10Y | +238.1% | +446.6% | -208.5% | +96.5% |
| All | +135,813.2% | +10,157.3% | +125,655.8% | +19,458.1% |
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