+178.1%
CNC vs CSGP
+65.4%
+112.7%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.2% | +0.6% | +0.5% |
| 7D | -7.3% | -7.1% | -0.2% | -5.6% |
| 30D | +5.2% | +3.6% | +1.5% | +3.8% |
| 3M | +8.6% | -2.7% | +11.4% | +8.3% |
| 6M | +25.1% | -8.0% | +33.1% | +25.9% |
| YTD | +71.3% | -55.0% | +126.3% | +105.7% |
| 1Y | +99.3% | -55.8% | +155.1% | +140.5% |
| 3Y | -1.9% | -62.0% | +60.1% | +19.3% |
| 5Y | -6.4% | -62.9% | +56.5% | +11.6% |
| 10Y | +178.1% | +62.6% | +115.5% | +103.5% |
| All | +178.1% | +65.4% | +112.7% | +103.5% |
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