+12.3%
CVS vs TEAM
-65.3%
+77.6%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.6% | -2.0% | +0.6% |
| 7D | +12.0% | -19.7% | +31.7% | +12.1% |
| 30D | +2.8% | -26.6% | +29.4% | +3.0% |
| 3M | -3.6% | -1.1% | -2.5% | -3.6% |
| 6M | -1.6% | +74.6% | -76.2% | -2.4% |
| YTD | +16.3% | -6.0% | +22.2% | +17.8% |
| 1Y | +15.5% | -3.2% | +18.8% | +16.9% |
| 3Y | +48.1% | -13.5% | +61.6% | +49.3% |
| 5Y | +12.3% | -65.5% | +77.8% | +15.4% |
| All | +12.3% | -65.3% | +77.6% | +15.4% |
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