+261.8%
XOM vs TEAM
-53.2%
+315.0%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.7% | +1.5% | +2.2% |
| 7D | 0.0% | -4.7% | +4.7% | +0.1% |
| 30D | +3.4% | +17.0% | -13.6% | +3.1% |
| 3M | +11.0% | +85.9% | -74.9% | +9.6% |
| 6M | +10.6% | +116.7% | -106.0% | +8.6% |
| YTD | +39.2% | +9.6% | +29.6% | +39.5% |
| 1Y | +52.7% | -2.5% | +55.3% | +53.6% |
| 3Y | +56.8% | -14.0% | +70.7% | +56.6% |
| 5Y | +261.8% | -53.1% | +314.9% | +267.4% |
| All | +261.8% | -53.2% | +315.0% | +267.4% |
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