-56.1%
CSGP vs AEIS
+4.9%
-61.1%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +4.5% | -4.7% | +1.0% |
| 7D | -7.1% | +9.5% | -16.6% | -4.6% |
| 30D | +3.6% | -17.5% | +21.1% | +0.4% |
| 3M | -2.7% | -29.3% | +26.5% | -8.2% |
| 6M | -8.0% | -34.7% | +26.7% | -12.6% |
| YTD | -55.0% | +10.7% | -65.7% | -56.4% |
| All | -56.1% | +4.9% | -61.1% | -57.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 AEIS 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