+89.6%
CL vs TEL
+283.7%
-194.1%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.7% | +2.5% | +1.9% |
| 7D | +3.2% | +4.5% | -1.3% | +2.6% |
| 30D | +8.0% | +2.9% | +5.1% | +7.5% |
| 3M | +7.9% | +1.1% | +6.7% | +7.4% |
| 6M | +14.7% | +5.0% | +9.7% | +13.3% |
| YTD | +29.2% | -3.9% | +33.0% | +28.6% |
| 1Y | +29.5% | -7.4% | +37.0% | +29.6% |
| 3Y | +40.7% | +81.0% | -40.3% | +22.6% |
| 5Y | +43.9% | +42.3% | +1.6% | +30.2% |
| All | +89.6% | +283.7% | -194.1% | +37.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TEL.
Daily Out/Under-Performance
Portfolio return minus TEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TEL 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 TEL 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