+990.1%
VZ vs CSX
+10,217.9%
-9,227.8%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.9% | -1.7% | -1.1% |
| 7D | +0.1% | -3.4% | +3.5% | +0.8% |
| 30D | +7.9% | -3.1% | +11.0% | +8.6% |
| 3M | +13.6% | +7.2% | +6.5% | +11.7% |
| 6M | +1.1% | +16.2% | -15.1% | -2.6% |
| YTD | +29.3% | +37.5% | -8.3% | +19.7% |
| 1Y | +21.2% | +53.2% | -32.0% | +9.4% |
| 3Y | +75.9% | +68.2% | +7.7% | +53.8% |
| 5Y | +24.1% | +65.2% | -41.1% | +7.8% |
| 10Y | +62.4% | +504.1% | -441.7% | -0.3% |
| All | +990.1% | +10,217.9% | -9,227.8% | +201.4% |
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 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