+211.6%
XOM vs TEAM
-66.4%
+278.0%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.5% | +2.0% | +0.5% |
| 7D | +2.8% | -2.4% | +5.2% | +2.9% |
| 30D | -3.6% | -26.7% | +23.1% | -3.2% |
| 3M | +8.2% | -9.6% | +17.9% | +8.3% |
| 6M | +14.0% | +86.0% | -72.0% | +12.1% |
| YTD | +44.6% | -7.5% | +52.1% | +45.2% |
| 1Y | +47.8% | -1.4% | +49.1% | +47.9% |
| 3Y | +79.6% | -14.3% | +93.9% | +78.5% |
| All | +211.6% | -66.4% | +278.0% | +212.7% |
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