+30.7%
CVS vs TEAM
+614.2%
-583.5%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.5% | +1.0% | -0.5% |
| 7D | +6.6% | -2.4% | +9.0% | +6.6% |
| 30D | -0.4% | -26.7% | +26.3% | +0.3% |
| 3M | -5.3% | -9.6% | +4.4% | -5.2% |
| 6M | -7.7% | +86.0% | -93.8% | -10.0% |
| YTD | +16.0% | -7.5% | +23.5% | +16.3% |
| 1Y | +16.2% | -1.4% | +17.6% | +16.2% |
| 3Y | +47.6% | -14.3% | +61.9% | +46.7% |
| 5Y | +12.3% | -66.3% | +78.6% | +15.0% |
| 10Y | +62.4% | +445.6% | -383.2% | +35.6% |
| All | +30.7% | +614.2% | -583.5% | +7.5% |
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