+110.5%
CNC vs CSGP
-53.2%
+163.7%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.6% | +4.0% | +8.6% | +12.2% |
| 7D | +13.4% | +18.3% | -4.9% | +11.6% |
| 30D | +18.2% | +17.8% | +0.4% | +16.6% |
| 3M | +18.6% | +9.3% | +9.4% | +17.7% |
| 6M | +41.9% | -7.9% | +49.8% | +42.5% |
| YTD | +84.7% | -51.5% | +136.3% | +100.2% |
| 1Y | +110.5% | -53.3% | +163.8% | +134.6% |
| All | +110.5% | -53.2% | +163.7% | +134.6% |
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