+7.5%
AMZN vs CSGP
-53.7%
+61.2%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +2.3% | +0.7% | +2.8% |
| 7D | +8.7% | -1.8% | +10.5% | +8.8% |
| 30D | +1.7% | +5.3% | -3.6% | +1.0% |
| 3M | -2.8% | +3.3% | -6.1% | -3.2% |
| 6M | -2.1% | -4.7% | +2.6% | -2.3% |
| YTD | +15.6% | -53.5% | +69.2% | +28.6% |
| All | +7.5% | -53.7% | +61.2% | +19.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling