+614.0%
CSX vs TEAM
+772.8%
-158.8%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -3.5% | +1.1% | -2.1% |
| 7D | -2.7% | -10.2% | +7.5% | -1.9% |
| 30D | +7.0% | -5.5% | +12.5% | +7.4% |
| 3M | -0.3% | +61.7% | -62.0% | -5.1% |
| 6M | +13.5% | +98.5% | -84.9% | +5.3% |
| YTD | +41.5% | +13.0% | +28.5% | +37.9% |
| 1Y | +45.8% | +13.5% | +32.2% | +42.0% |
| 3Y | +74.4% | +3.6% | +70.8% | +67.6% |
| 5Y | +53.6% | -58.4% | +112.0% | +56.3% |
| 10Y | +465.6% | +581.4% | -115.8% | +319.5% |
| All | +614.0% | +772.8% | -158.8% | +428.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling