+256.5%
XOM vs TEAM
+614.2%
-357.7%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -2.8% |
| 3M | +8.2% | -9.6% | +17.9% | +8.4% |
| 6M | +14.0% | +86.0% | -72.0% | +11.0% |
| YTD | +44.6% | -7.5% | +52.1% | +44.2% |
| 1Y | +47.8% | -1.4% | +49.1% | +47.0% |
| 3Y | +79.6% | -14.3% | +93.9% | +77.5% |
| 5Y | +214.3% | -66.3% | +280.6% | +217.3% |
| 10Y | +204.0% | +445.6% | -241.6% | +156.2% |
| All | +256.5% | +614.2% | -357.7% | +199.7% |
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