+607.3%
CSCO vs ACWI
+356.8%
+250.5%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | 0.0% | +0.6% | +0.6% |
| 7D | -0.7% | +0.5% | -1.2% | -1.2% |
| 30D | -10.1% | +0.9% | -11.0% | -10.9% |
| 3M | -15.7% | +2.4% | -18.1% | -17.5% |
| 6M | +36.3% | +12.4% | +23.9% | +21.7% |
| YTD | +43.8% | +15.2% | +28.7% | +25.7% |
| 1Y | +63.9% | +22.7% | +41.2% | +34.7% |
| 3Y | +104.4% | +75.8% | +28.6% | +18.6% |
| 5Y | +111.4% | +67.7% | +43.6% | +27.2% |
| 10Y | +361.7% | +229.0% | +132.7% | +47.2% |
| All | +607.3% | +356.8% | +250.5% | +69.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 all: compounded portfolio wealth divided by compounded ACWI 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…
all analysis · Full analysis span regression · 6 months rolling