-64.2%
CSGP vs AMIX
-99.9%
+35.7%
-72.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.9% | -0.5% | -2.4% |
| 7D | -4.1% | -13.7% | +9.7% | -4.1% |
| 30D | +2.3% | -62.1% | +64.4% | +2.3% |
| 3M | -8.2% | -46.2% | +38.0% | -7.8% |
| 6M | -35.1% | -46.4% | +11.4% | -34.8% |
| YTD | -54.0% | -60.3% | +6.2% | -53.8% |
| 1Y | -65.3% | -79.7% | +14.4% | -65.1% |
| All | -64.2% | -99.9% | +35.7% | -62.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling