+375.9%
AEM vs CSGP
+72.5%
+303.4%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +2.3% | +2.6% | +4.6% |
| 7D | +17.8% | -1.8% | +19.7% | +18.0% |
| 30D | +6.2% | +5.3% | +0.9% | +5.5% |
| 3M | +12.5% | +3.3% | +9.2% | +11.8% |
| 6M | +4.4% | -4.7% | +9.1% | +4.2% |
| YTD | +19.2% | -53.5% | +72.8% | +27.2% |
| 1Y | +25.5% | -53.7% | +79.2% | +33.9% |
| 3Y | +346.4% | -59.7% | +406.2% | +378.6% |
| 5Y | +305.7% | -62.5% | +368.1% | +337.8% |
| 10Y | +375.9% | +67.3% | +308.7% | +365.1% |
| All | +375.9% | +72.5% | +303.4% | +365.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CSGP.
Daily Out/Under-Performance
Portfolio return minus CSGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CSGP 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 CSGP 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