+72.2%
CSX vs TEAM
-6.9%
+79.1%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.6% | +3.5% | +0.9% |
| 7D | -3.4% | -0.4% | -2.9% | -3.4% |
| 30D | -3.1% | +67.3% | -70.4% | -4.7% |
| 3M | +7.2% | +86.8% | -79.6% | +4.9% |
| 6M | +16.2% | +146.8% | -130.6% | +11.5% |
| YTD | +37.5% | +16.9% | +20.6% | +41.8% |
| 1Y | +53.2% | +12.8% | +40.4% | +58.2% |
| All | +72.2% | -6.9% | +79.1% | +76.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling