+42.0%
XLP vs TEAM
-65.2%
+107.1%
-16.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -16.2% | +14.9% | -0.9% |
| 7D | +0.7% | -19.8% | +20.6% | +1.3% |
| 30D | +10.3% | -21.5% | +31.8% | +10.8% |
| 3M | +6.5% | +39.5% | -33.0% | +5.2% |
| 6M | +8.4% | +73.1% | -64.7% | +6.2% |
| YTD | +18.2% | -5.2% | +23.4% | +18.2% |
| 1Y | +22.4% | -1.6% | +24.0% | +22.2% |
| 3Y | +41.9% | -11.4% | +53.3% | +40.3% |
| All | +42.0% | -65.2% | +107.1% | +41.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TEAM.
Daily Out/Under-Performance
Portfolio return minus TEAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TEAM 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 TEAM 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