+1,256.8%
WDC vs CSX
+68.2%
+1,188.6%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +0.9% | +5.0% | +5.4% |
| 7D | +1.7% | -3.4% | +5.1% | +3.7% |
| 30D | -10.0% | -3.1% | -6.9% | -8.3% |
| 3M | -18.8% | +7.2% | -25.9% | -22.4% |
| 6M | +79.0% | +16.2% | +62.9% | +62.7% |
| YTD | +171.6% | +37.5% | +134.0% | +124.2% |
| 1Y | +417.4% | +53.2% | +364.2% | +300.4% |
| All | +1,256.8% | +68.2% | +1,188.6% | +869.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling