+1,838.4%
CLS vs TEAM
-65.5%
+1,903.9%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.9% | +0.8% | +7.1% | +7.7% |
| 7D | -10.6% | -17.2% | +6.6% | -7.4% |
| 30D | -38.4% | -25.1% | -13.4% | -35.0% |
| 3M | -29.9% | +3.9% | -33.8% | -31.1% |
| 6M | -40.6% | +69.1% | -109.7% | -48.8% |
| YTD | -24.6% | -4.5% | -20.1% | -25.9% |
| 1Y | -30.8% | -1.9% | -28.9% | -32.6% |
| 3Y | +811.7% | -9.3% | +821.1% | +798.2% |
| 5Y | +1,838.4% | -65.2% | +1,903.6% | +2,094.3% |
| All | +1,838.4% | -65.5% | +1,903.9% | +2,094.3% |
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