+701.7%
CDE vs TEAM
+740.1%
-38.4%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -6.9% | +4.2% | -1.7% |
| 7D | +2.3% | -5.7% | +8.0% | +3.2% |
| 30D | +18.8% | +18.3% | +0.5% | +15.6% |
| 3M | +23.5% | +80.2% | -56.7% | +11.7% |
| 6M | -8.6% | +111.0% | -119.6% | -20.7% |
| YTD | +16.0% | +8.8% | +7.2% | +11.9% |
| 1Y | +42.1% | +2.2% | +39.9% | +37.7% |
| 3Y | +835.9% | -14.6% | +850.5% | +814.2% |
| 5Y | +197.6% | -53.8% | +251.4% | +200.6% |
| 10Y | +39.6% | +475.2% | -435.7% | +17.9% |
| All | +701.7% | +740.1% | -38.4% | +584.9% |
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