+214.5%
CVX vs TEAM
+445.0%
-230.5%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.5% | +3.1% | +1.7% |
| 7D | +3.4% | -2.4% | +5.8% | +3.5% |
| 30D | -1.0% | -26.7% | +25.7% | +0.5% |
| 3M | +12.2% | -9.6% | +21.8% | +12.4% |
| 6M | +20.3% | +86.0% | -65.7% | +14.9% |
| YTD | +48.3% | -7.5% | +55.8% | +47.4% |
| 1Y | +46.9% | -1.4% | +48.3% | +45.3% |
| 3Y | +73.1% | -14.3% | +87.4% | +69.6% |
| 5Y | +135.2% | -66.3% | +201.5% | +141.6% |
| All | +214.5% | +445.0% | -230.5% | +151.8% |
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