+61.2%
CVS vs TEAM
+453.4%
-392.2%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.1% | +0.4% | +0.3% |
| 7D | +10.4% | -16.9% | +27.3% | +10.8% |
| 30D | +3.3% | -26.8% | +30.1% | +4.0% |
| 3M | -4.5% | -1.9% | -2.6% | -4.7% |
| 6M | -4.4% | +79.2% | -83.5% | -6.5% |
| YTD | +16.6% | -6.1% | +22.7% | +17.1% |
| 1Y | +15.3% | -2.1% | +17.4% | +15.5% |
| 3Y | +48.6% | -13.6% | +62.2% | +47.9% |
| 5Y | +12.9% | -65.8% | +78.7% | +16.0% |
| All | +61.2% | +453.4% | -392.2% | +36.9% |
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 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