-60.3%
CSGP vs AON
+5.6%
-66.0%
-72.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -2.8% | -1.9% | -3.6% |
| 7D | +1.3% | +4.4% | -3.1% | -0.2% |
| 30D | +10.7% | +24.1% | -13.4% | +2.4% |
| 3M | +3.3% | -7.0% | +10.2% | +5.0% |
| 6M | -10.3% | +9.1% | -19.5% | -12.5% |
| YTD | -54.6% | -4.4% | -50.2% | -54.5% |
| 1Y | -54.6% | -0.8% | -53.9% | -54.9% |
| 3Y | -60.3% | +5.1% | -65.5% | -60.8% |
| All | -60.3% | +5.6% | -66.0% | -60.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AON.
Daily Out/Under-Performance
Portfolio return minus AON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AON 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 AON 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