+408.1%
CAH vs CSGP
+61.5%
+346.7%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.9% | +3.8% | +1.4% |
| 7D | +9.4% | -3.2% | +12.6% | +10.0% |
| 30D | +16.5% | +2.2% | +14.3% | +15.6% |
| 3M | +17.0% | -3.7% | +20.6% | +16.9% |
| 6M | +51.4% | -7.4% | +58.8% | +51.8% |
| YTD | +36.0% | -54.9% | +90.9% | +53.9% |
| 1Y | +36.0% | -54.9% | +90.9% | +53.7% |
| 3Y | +177.5% | -61.9% | +239.4% | +217.3% |
| 5Y | +509.2% | -63.1% | +572.3% | +588.5% |
| 10Y | +408.1% | +65.1% | +343.0% | +359.4% |
| All | +408.1% | +61.5% | +346.7% | +359.4% |
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