-65.5%
CSGP vs AGI
+11.7%
-77.2%
-69.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.4% | -0.4% | -1.9% |
| 7D | -5.1% | +4.4% | -9.5% | -5.1% |
| 30D | +0.3% | +10.0% | -9.6% | +0.5% |
| 3M | -9.1% | +1.7% | -10.9% | -9.0% |
| 6M | -37.3% | -26.8% | -10.5% | -37.0% |
| YTD | -54.9% | -5.3% | -49.5% | -54.5% |
| 1Y | -65.5% | +11.5% | -77.0% | -64.9% |
| All | -65.5% | +11.7% | -77.2% | -64.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 2025-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded AGI 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling