+146.8%
TEAM vs CPB
-14.9%
+161.7%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -3.4% | +0.8% | -0.1% |
| 7D | -0.4% | -8.6% | +8.2% | +5.6% |
| 30D | +67.3% | -7.2% | +74.5% | +75.6% |
| 3M | +86.8% | +0.9% | +85.9% | +86.6% |
| 6M | +146.8% | -11.8% | +158.6% | +153.7% |
| All | +146.8% | -14.9% | +161.7% | +153.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling