+418.4%
CSX vs TEAM
+453.4%
-35.0%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.1% | +1.1% | +1.0% |
| 7D | +3.1% | -16.9% | +20.0% | +4.6% |
| 30D | +9.7% | -26.8% | +36.5% | +12.4% |
| 3M | +4.9% | -1.9% | +6.8% | +4.6% |
| 6M | +18.4% | +79.2% | -60.8% | +10.3% |
| YTD | +45.9% | -6.1% | +51.9% | +44.5% |
| 1Y | +50.0% | -2.1% | +52.0% | +47.8% |
| 3Y | +78.0% | -13.6% | +91.6% | +73.5% |
| 5Y | +59.2% | -65.8% | +125.0% | +66.1% |
| All | +418.4% | +453.4% | -35.0% | +262.6% |
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