+21.2%
VZ vs CSX
+53.6%
-32.4%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.2% | -0.6% | +0.3% |
| 7D | +2.4% | +0.7% | +1.7% | +2.2% |
| 30D | +11.2% | +8.1% | +3.1% | +9.4% |
| 3M | 0.0% | +2.2% | -2.2% | -0.6% |
| 6M | +1.3% | +14.6% | -13.3% | -1.9% |
| YTD | +21.3% | +42.2% | -20.9% | +12.0% |
| 1Y | +23.9% | +47.3% | -23.4% | +13.6% |
| 3Y | +57.7% | +73.5% | -15.8% | +37.5% |
| 5Y | +21.2% | +54.1% | -32.9% | +6.4% |
| All | +21.2% | +53.6% | -32.4% | +6.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling