+414.9%
CSX vs TEAM
+445.0%
-30.1%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.5% | +0.8% | -0.5% |
| 7D | +6.0% | -2.4% | +8.4% | +6.2% |
| 30D | +7.8% | -26.7% | +34.5% | +10.5% |
| 3M | +4.1% | -9.6% | +13.7% | +4.5% |
| 6M | +17.9% | +86.0% | -68.1% | +9.5% |
| YTD | +44.9% | -7.5% | +52.4% | +43.7% |
| 1Y | +51.1% | -1.4% | +52.5% | +48.7% |
| 3Y | +78.3% | -14.3% | +92.6% | +73.8% |
| 5Y | +58.1% | -66.3% | +124.4% | +65.2% |
| All | +414.9% | +445.0% | -30.1% | +260.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TEAM.
Daily Out/Under-Performance
Portfolio return minus TEAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TEAM 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 TEAM 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