+417.4%
WDC vs CSX
+55.3%
+362.1%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +0.9% | +5.0% | +5.4% |
| 7D | +1.7% | -3.4% | +5.1% | +3.6% |
| 30D | -10.0% | -3.1% | -6.9% | -8.4% |
| 3M | -18.8% | +7.2% | -25.9% | -22.2% |
| 6M | +79.0% | +16.2% | +62.9% | +60.7% |
| YTD | +171.6% | +37.5% | +134.0% | +125.1% |
| 1Y | +417.4% | +53.2% | +364.2% | +313.9% |
| All | +417.4% | +55.3% | +362.1% | +313.9% |
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