+1,245.5%
WDC vs CSX
+487.8%
+757.7%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | CSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.8% | +3.0% | +2.7% |
| 7D | +6.0% | +0.6% | +5.4% | +5.6% |
| 30D | +9.9% | -2.3% | +12.2% | +11.5% |
| 3M | -9.4% | +4.3% | -13.7% | -12.2% |
| 6M | +94.7% | +23.4% | +71.4% | +69.1% |
| YTD | +177.4% | +36.4% | +141.0% | +125.8% |
| 1Y | +412.6% | +53.0% | +359.5% | +286.0% |
| 3Y | +1,359.8% | +70.6% | +1,289.1% | +901.8% |
| 5Y | +992.6% | +65.5% | +927.1% | +657.6% |
| 10Y | +1,245.5% | +482.4% | +763.1% | +550.9% |
| All | +1,245.5% | +487.8% | +757.7% | +550.9% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling