-1.6%
TEAM vs CVE
+67.8%
-69.4%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.2% | -0.6% | -15.6% | -16.3% |
| 7D | -19.8% | -16.1% | -3.7% | -22.9% |
| 30D | -21.5% | -10.4% | -11.1% | -23.1% |
| 3M | +39.5% | -2.4% | +41.9% | +40.4% |
| 6M | +73.1% | -4.4% | +77.5% | +74.0% |
| YTD | -5.2% | +64.9% | -70.2% | +14.0% |
| 1Y | -1.6% | +66.0% | -67.6% | +17.3% |
| All | -1.6% | +67.8% | -69.4% | +17.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CVE.
Daily Out/Under-Performance
Portfolio return minus CVE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CVE 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 CVE 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