+26.4%
V vs CSX
+41.0%
-14.6%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -3.4% | +3.4% | +0.5% |
| 7D | +2.2% | -5.5% | +7.7% | +2.9% |
| 30D | +13.6% | +4.9% | +8.7% | +13.2% |
| 3M | +14.3% | -2.9% | +17.1% | +14.8% |
| 6M | +33.1% | +8.3% | +24.8% | +32.3% |
| YTD | +21.2% | +36.7% | -15.5% | +15.9% |
| 1Y | +26.4% | +41.5% | -15.1% | +19.2% |
| All | +26.4% | +41.0% | -14.6% | +19.2% |
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