+65.1%
CSGP vs APTV
-25.9%
+91.1%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.9% | -2.1% | -2.7% |
| 7D | -3.2% | -4.3% | +1.1% | -1.9% |
| 30D | +2.2% | -9.7% | +11.9% | +5.2% |
| 3M | -3.7% | -20.6% | +16.9% | +2.7% |
| 6M | -7.4% | -31.7% | +24.3% | +1.1% |
| YTD | -54.9% | -48.0% | -6.9% | -47.1% |
| 1Y | -54.9% | -52.1% | -2.8% | -45.8% |
| 3Y | -61.9% | -47.9% | -14.0% | -56.8% |
| 5Y | -63.1% | -76.9% | +13.8% | -48.3% |
| 10Y | +65.1% | -26.7% | +91.9% | +58.4% |
| All | +65.1% | -25.9% | +91.1% | +58.4% |
Cumulative growth
Daily Returns
Daily percentage return beside APTV.
Daily Out/Under-Performance
Portfolio return minus APTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APTV 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 10y: compounded portfolio wealth divided by compounded APTV 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…
10y analysis · Full analysis span regression · 6 months rolling