+802.8%
TEAM vs CVE
+186.0%
+616.8%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.3% | -1.3% | -2.5% |
| 7D | -0.4% | +2.5% | -2.9% | -0.7% |
| 30D | +67.3% | +16.7% | +50.6% | +64.2% |
| 3M | +86.8% | +9.3% | +77.5% | +84.2% |
| 6M | +146.8% | +43.6% | +103.2% | +134.6% |
| YTD | +16.9% | +93.6% | -76.7% | +6.5% |
| 1Y | +12.8% | +98.8% | -86.0% | +2.1% |
| 3Y | -7.3% | +73.6% | -80.9% | -15.7% |
| 5Y | -50.7% | +312.5% | -363.2% | -59.3% |
| 10Y | +529.8% | +161.0% | +368.8% | +412.9% |
| All | +802.8% | +186.0% | +616.8% | +563.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling