-61.9%
CSGP vs AON
+3.1%
-65.1%
-72.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.2% | -3.1% | -3.0% |
| 7D | -3.2% | +1.9% | -5.0% | -3.8% |
| 30D | +2.2% | +23.3% | -21.1% | -5.3% |
| 3M | -3.7% | -5.5% | +1.9% | -2.6% |
| 6M | -7.4% | +8.0% | -15.5% | -9.5% |
| YTD | -54.9% | -4.0% | -50.9% | -54.9% |
| 1Y | -54.9% | -1.7% | -53.1% | -55.1% |
| 3Y | -61.9% | +2.9% | -64.8% | -62.4% |
| All | -61.9% | +3.1% | -65.1% | -62.4% |
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