+2.2%
TEAM vs CPB
-31.9%
+34.0%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | +1.8% | -8.7% | -7.8% |
| 7D | -5.7% | -8.2% | +2.6% | -1.9% |
| 30D | +18.3% | -5.6% | +23.9% | +21.2% |
| 3M | +80.2% | +3.0% | +77.3% | +79.2% |
| 6M | +111.0% | -12.7% | +123.7% | +114.9% |
| YTD | +8.8% | -18.0% | +26.8% | +11.9% |
| 1Y | +2.2% | -31.7% | +33.9% | +2.8% |
| All | +2.2% | -31.9% | +34.0% | +2.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CPB.
Daily Out/Under-Performance
Portfolio return minus CPB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPB 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 1y: compounded portfolio wealth divided by compounded CPB 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…
1y analysis · Full analysis span regression · 6 months rolling