+42.2%
CVX vs TEAM
-14.9%
+57.1%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -6.9% | +7.5% | +0.7% |
| 7D | -0.6% | -5.7% | +5.1% | -0.5% |
| 30D | +13.4% | +18.3% | -4.9% | +13.1% |
| 3M | +11.8% | +80.2% | -68.4% | +10.5% |
| 6M | +12.4% | +111.0% | -98.5% | +10.4% |
| YTD | +41.5% | +8.8% | +32.7% | +43.4% |
| 1Y | +41.6% | +2.2% | +39.4% | +43.9% |
| 3Y | +42.2% | -14.6% | +56.9% | +38.4% |
| All | +42.2% | -14.9% | +57.1% | +38.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling