-50.3%
TEAM vs CVE
+317.2%
-367.6%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.3% | -1.3% | -2.4% |
| 7D | -0.4% | +2.5% | -2.9% | -0.9% |
| 30D | +67.3% | +16.7% | +50.6% | +62.7% |
| 3M | +86.8% | +9.3% | +77.5% | +83.0% |
| 6M | +146.8% | +43.6% | +103.2% | +127.5% |
| YTD | +16.9% | +93.6% | -76.7% | 0.0% |
| 1Y | +12.8% | +98.8% | -86.0% | -4.6% |
| 3Y | -7.3% | +73.6% | -80.9% | -21.5% |
| All | -50.3% | +317.2% | -367.6% | -59.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling