+416.4%
CSX price history and return analytics
+224.4%
+192.0%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.1% | +0.5% | +0.5% |
| 7D | -0.3% | -0.7% | +0.4% | +0.3% |
| 30D | +8.7% | -1.7% | +10.4% | +10.4% |
| 3M | +4.2% | -2.3% | +6.5% | +6.3% |
| 6M | +16.7% | +1.5% | +15.2% | +13.8% |
| YTD | +44.5% | +12.0% | +32.4% | +26.9% |
| 1Y | +50.3% | +12.9% | +37.4% | +31.0% |
| 3Y | +76.3% | +74.9% | +1.4% | -5.1% |
| 5Y | +58.1% | +59.9% | -1.8% | -6.4% |
| 10Y | +416.4% | +224.6% | +191.8% | +43.2% |
| All | +416.4% | +224.4% | +192.0% | +43.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 10y: compounded portfolio wealth divided by compounded VT 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…
10y analysis · Full analysis span regression · 6 months rolling