+191.6%
XOM vs TEAM
+513.9%
-322.3%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.0% | -0.4% | +0.6% |
| 7D | +1.9% | -7.8% | +9.6% | +2.1% |
| 30D | +4.1% | +16.5% | -12.5% | +3.5% |
| 3M | +10.4% | +96.2% | -85.8% | +7.8% |
| 6M | +13.0% | +130.2% | -117.2% | +9.3% |
| YTD | +40.1% | +10.7% | +29.3% | +39.3% |
| 1Y | +51.1% | +3.0% | +48.1% | +50.7% |
| 3Y | +57.7% | -13.1% | +70.8% | +56.5% |
| 5Y | +264.7% | -52.7% | +317.5% | +263.8% |
| All | +191.6% | +513.9% | -322.3% | +142.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling