-62.8%
CSGP vs ACWI
+76.1%
-138.9%
-72.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | 0.0% | -2.4% | -2.4% |
| 7D | -4.1% | +0.5% | -4.6% | -4.4% |
| 30D | +2.3% | +0.9% | +1.5% | +1.7% |
| 3M | -8.2% | +2.4% | -10.6% | -10.1% |
| 6M | -35.1% | +12.4% | -47.4% | -41.6% |
| YTD | -54.0% | +15.2% | -69.2% | -59.7% |
| 1Y | -65.3% | +22.7% | -88.0% | -71.5% |
| All | -62.8% | +76.1% | -138.9% | -80.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling