+802.8%
TEAM vs CPB
-42.3%
+845.0%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -3.4% | +0.8% | -2.5% |
| 7D | -0.4% | -8.6% | +8.2% | -0.2% |
| 30D | +67.3% | -7.2% | +74.5% | +67.6% |
| 3M | +86.8% | +0.9% | +85.9% | +87.1% |
| 6M | +146.8% | -11.8% | +158.6% | +146.3% |
| YTD | +16.9% | -19.4% | +36.3% | +16.4% |
| 1Y | +12.8% | -30.4% | +43.2% | +11.6% |
| 3Y | -7.3% | -40.2% | +32.9% | -9.3% |
| 5Y | -50.7% | -39.5% | -11.2% | -51.7% |
| 10Y | +529.8% | -47.4% | +577.2% | +524.3% |
| All | +802.8% | -42.3% | +845.0% | +792.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling