-7.9%
TEAM vs CVE
+72.1%
-80.0%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.3% | -1.3% | -2.5% |
| 7D | -0.4% | +2.5% | -2.9% | -0.8% |
| 30D | +67.3% | +16.7% | +50.6% | +64.1% |
| 3M | +86.8% | +9.3% | +77.5% | +84.1% |
| 6M | +146.8% | +43.6% | +103.2% | +130.5% |
| YTD | +16.9% | +93.6% | -76.7% | +1.1% |
| 1Y | +12.8% | +98.8% | -86.0% | -3.7% |
| All | -7.9% | +72.1% | -80.0% | -23.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling