+930.6%
CSX price history and return analytics
+345.0%
+585.6%
-69.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -4.1% | +1.7% | +1.9% |
| 7D | -2.7% | -4.2% | +1.5% | +1.6% |
| 30D | +7.0% | -5.8% | +12.8% | +13.6% |
| 3M | -0.3% | -5.2% | +5.0% | +5.0% |
| 6M | +13.5% | +0.1% | +13.4% | +12.2% |
| YTD | +41.5% | +8.2% | +33.3% | +28.6% |
| 1Y | +45.8% | +10.1% | +35.6% | +30.1% |
| 3Y | +74.4% | +69.7% | +4.7% | -2.7% |
| 5Y | +53.6% | +53.4% | +0.2% | -5.5% |
| 10Y | +465.6% | +219.2% | +246.4% | +61.9% |
| All | +930.6% | +345.0% | +585.6% | +144.0% |
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