-62.2%
CSGP vs AMIX
-99.9%
+37.7%
-72.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -3.0% | +7.0% | +4.0% |
| 7D | +18.3% | -25.1% | +43.4% | +18.3% |
| 30D | +17.8% | -54.5% | +72.3% | +17.7% |
| 3M | +9.3% | -91.7% | +101.0% | +9.1% |
| 6M | -7.9% | -79.4% | +71.5% | -7.7% |
| YTD | -51.5% | -86.1% | +34.5% | -51.4% |
| 1Y | -53.3% | -91.6% | +38.2% | -53.1% |
| All | -62.2% | -99.9% | +37.7% | -60.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 AMIX 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