+166.0%
CVX vs TEAM
-53.6%
+219.6%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -6.9% | +7.5% | +0.8% |
| 7D | -0.6% | -5.7% | +5.1% | -0.4% |
| 30D | +13.4% | +18.3% | -4.9% | +12.8% |
| 3M | +11.8% | +80.2% | -68.4% | +9.4% |
| 6M | +12.4% | +111.0% | -98.5% | +9.0% |
| YTD | +41.5% | +8.8% | +32.7% | +41.2% |
| 1Y | +41.6% | +2.2% | +39.4% | +41.6% |
| 3Y | +42.2% | -14.6% | +56.9% | +41.4% |
| 5Y | +166.0% | -53.8% | +219.8% | +168.1% |
| All | +166.0% | -53.6% | +219.6% | +168.1% |
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