+56.1%
CDE vs TEAM
+514.4%
-458.3%
-84.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.1% | +1.1% | +1.2% |
| 7D | -3.1% | -5.2% | +2.1% | -2.2% |
| 30D | +9.5% | +15.8% | -6.3% | +6.6% |
| 3M | +25.5% | +101.5% | -76.0% | +9.9% |
| 6M | -7.9% | +138.2% | -146.1% | -23.3% |
| YTD | +15.6% | +10.8% | +4.7% | +10.8% |
| 1Y | +34.0% | +1.7% | +32.4% | +29.9% |
| 3Y | +791.9% | -16.0% | +807.9% | +770.9% |
| 5Y | +197.7% | -52.7% | +250.4% | +202.7% |
| All | +56.1% | +514.4% | -458.3% | +11.6% |
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