-11.4%
TEAM vs CLF
-33.4%
+22.0%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CLF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.2% | +1.7% | -17.8% | -16.4% |
| 7D | -19.8% | -19.6% | -0.3% | -17.5% |
| 30D | -21.5% | -5.0% | -16.5% | -21.3% |
| 3M | +39.5% | -6.3% | +45.8% | +39.7% |
| 6M | +73.1% | +2.8% | +70.3% | +69.6% |
| YTD | -5.2% | -13.7% | +8.5% | -5.8% |
| 1Y | -1.6% | +13.6% | -15.1% | -7.4% |
| 3Y | -11.4% | -34.0% | +22.5% | -13.4% |
| All | -11.4% | -33.4% | +22.0% | -13.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CLF.
Daily Out/Under-Performance
Portfolio return minus CLF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CLF 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 CLF 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