+712.7%
TEL vs COO
+372.9%
+339.8%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.7% | -1.4% | -1.0% |
| 7D | +4.5% | +0.5% | +4.0% | +4.3% |
| 30D | +2.9% | +14.2% | -11.3% | -3.3% |
| 3M | +1.1% | -18.2% | +19.3% | +9.3% |
| 6M | +5.0% | +5.3% | -0.4% | 0.0% |
| YTD | -3.9% | -23.6% | +19.7% | +6.2% |
| 1Y | -7.4% | -12.7% | +5.2% | -4.1% |
| 3Y | +81.0% | -24.2% | +105.2% | +91.5% |
| 5Y | +42.3% | -40.0% | +82.3% | +65.9% |
| 10Y | +284.8% | +41.6% | +243.3% | +190.5% |
| All | +712.7% | +372.9% | +339.8% | +112.3% |
Cumulative growth
Daily Returns
Daily percentage return beside COO.
Daily Out/Under-Performance
Portfolio return minus COO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COO 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 COO 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