+280.2%
CVX vs TEAM
+607.6%
-327.4%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -4.1% | +4.3% | +0.4% |
| 7D | -6.2% | -22.2% | +16.0% | -5.1% |
| 30D | -0.4% | -28.1% | +27.8% | +1.2% |
| 3M | +9.3% | -2.2% | +11.5% | +9.1% |
| 6M | +18.4% | +62.2% | -43.8% | +13.9% |
| YTD | +42.5% | -8.4% | +50.8% | +41.5% |
| 1Y | +41.0% | -6.6% | +47.7% | +39.9% |
| 3Y | +67.5% | -15.7% | +83.2% | +64.2% |
| 5Y | +126.1% | -65.7% | +191.8% | +130.6% |
| 10Y | +198.8% | +441.0% | -242.2% | +135.1% |
| All | +280.2% | +607.6% | -327.4% | +196.2% |
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