+928.6%
WDC vs CSX
+65.9%
+862.8%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +0.9% | +5.0% | +5.3% |
| 7D | +1.7% | -3.4% | +5.1% | +4.0% |
| 30D | -10.0% | -3.1% | -6.9% | -8.1% |
| 3M | -18.8% | +7.2% | -25.9% | -22.8% |
| 6M | +79.0% | +16.2% | +62.9% | +61.3% |
| YTD | +171.6% | +37.5% | +134.0% | +119.3% |
| 1Y | +417.4% | +53.2% | +364.2% | +288.0% |
| 3Y | +1,251.8% | +68.2% | +1,183.6% | +816.4% |
| All | +928.6% | +65.9% | +862.8% | +614.8% |
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