+772.8%
TEAM vs CVE
+145.1%
+627.7%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -2.7% | -0.7% | -3.2% |
| 7D | -10.2% | -14.1% | +3.9% | -8.6% |
| 30D | -5.5% | -11.6% | +6.1% | -4.2% |
| 3M | +61.7% | 0.0% | +61.7% | +61.4% |
| 6M | +98.5% | -8.4% | +106.9% | +99.3% |
| YTD | +13.0% | +65.9% | -52.9% | +4.6% |
| 1Y | +13.5% | +69.4% | -55.9% | +4.7% |
| 3Y | +3.6% | +55.9% | -52.3% | -4.7% |
| 5Y | -58.4% | +146.2% | -204.5% | -63.8% |
| 10Y | +581.4% | +140.6% | +440.7% | +458.0% |
| All | +772.8% | +145.1% | +627.7% | +551.7% |
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