+221.9%
CVX vs TEAM
+481.6%
-259.7%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.7% | +1.2% | +1.9% |
| 7D | +1.0% | -4.7% | +5.6% | +1.2% |
| 30D | +10.7% | +17.0% | -6.4% | +9.6% |
| 3M | +15.5% | +85.9% | -70.4% | +10.9% |
| 6M | +14.9% | +116.7% | -101.8% | +8.6% |
| YTD | +44.2% | +9.6% | +34.6% | +42.4% |
| 1Y | +43.5% | -2.5% | +46.0% | +42.7% |
| 3Y | +45.0% | -14.0% | +58.9% | +42.7% |
| 5Y | +172.2% | -53.1% | +225.2% | +172.6% |
| 10Y | +221.9% | +502.9% | -281.0% | +151.3% |
| All | +221.9% | +481.6% | -259.7% | +151.3% |
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 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