+29.3%
V vs CSX
+48.0%
-18.7%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +2.6% | +1.2% | +3.5% |
| 7D | +9.0% | +0.1% | +8.8% | +8.9% |
| 30D | +18.1% | +9.7% | +8.3% | +16.9% |
| 3M | +18.3% | +2.3% | +16.1% | +18.0% |
| 6M | +34.1% | +17.1% | +17.0% | +32.0% |
| YTD | +25.2% | +44.9% | -19.7% | +18.7% |
| 1Y | +29.3% | +47.1% | -17.8% | +21.9% |
| All | +29.3% | +48.0% | -18.7% | +21.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling