+137,009.7%
UNH vs CSX
+10,441.3%
+126,568.4%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.8% | -1.9% | +0.1% |
| 7D | -0.7% | -2.2% | +1.5% | -0.1% |
| 30D | +4.8% | +6.8% | -2.0% | +2.8% |
| 3M | -1.7% | +0.7% | -2.4% | -2.1% |
| 6M | +5.9% | +13.3% | -7.4% | +1.7% |
| YTD | +22.8% | +40.5% | -17.7% | +10.3% |
| 1Y | +25.9% | +44.7% | -18.8% | +12.1% |
| 3Y | -21.4% | +74.5% | -95.9% | -34.8% |
| 5Y | -6.3% | +52.0% | -58.3% | -20.1% |
| 10Y | +231.0% | +412.6% | -181.7% | +95.7% |
| All | +137,009.7% | +10,441.3% | +126,568.4% | +19,472.6% |
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