+48.2%
CSX vs TEAM
-65.2%
+113.3%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -16.2% | +12.8% | -2.3% |
| 7D | -5.5% | -19.8% | +14.3% | -4.3% |
| 30D | +4.9% | -21.5% | +26.4% | +6.4% |
| 3M | -2.9% | +39.5% | -42.3% | -5.6% |
| 6M | +8.3% | +73.1% | -64.7% | +3.1% |
| YTD | +36.7% | -5.2% | +42.0% | +37.1% |
| 1Y | +41.5% | -1.6% | +43.1% | +41.3% |
| 3Y | +68.6% | -11.4% | +80.1% | +66.6% |
| All | +48.2% | -65.2% | +113.3% | +56.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling