+895.9%
CSX price history and return analytics
+346.0%
+549.9%
-69.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.2% | -3.6% | -3.6% |
| 7D | -5.5% | -2.3% | -3.2% | -3.3% |
| 30D | +4.9% | -5.0% | +9.9% | +10.3% |
| 3M | -2.9% | -4.9% | +2.0% | +1.9% |
| 6M | +8.3% | -1.5% | +9.9% | +9.0% |
| YTD | +36.7% | +8.5% | +28.3% | +24.0% |
| 1Y | +41.5% | +11.4% | +30.1% | +24.8% |
| 3Y | +68.6% | +70.1% | -1.4% | -6.1% |
| 5Y | +48.4% | +53.7% | -5.3% | -8.9% |
| 10Y | +446.6% | +220.0% | +226.6% | +56.1% |
| All | +895.9% | +346.0% | +549.9% | +135.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling