+233.3%
XOM vs TEAM
+802.8%
-569.5%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.6% | +0.9% | -1.6% |
| 7D | +1.8% | -0.4% | +2.2% | +1.8% |
| 30D | +5.9% | +67.3% | -61.4% | +4.0% |
| 3M | +5.6% | +86.8% | -81.2% | +3.2% |
| 6M | +7.9% | +146.8% | -139.0% | +4.0% |
| YTD | +35.2% | +16.9% | +18.3% | +34.1% |
| 1Y | +46.0% | +12.8% | +33.2% | +44.9% |
| 3Y | +55.0% | -7.3% | +62.3% | +53.4% |
| 5Y | +246.3% | -50.7% | +297.0% | +244.9% |
| 10Y | +181.0% | +529.8% | -348.8% | +136.4% |
| All | +233.3% | +802.8% | -569.5% | +178.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling