-55.8%
CSGP vs APTV
-52.3%
-3.4%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.2% | -0.2% |
| 7D | -7.1% | -8.9% | +1.8% | -6.3% |
| 30D | +3.6% | -9.5% | +13.1% | +4.5% |
| 3M | -2.7% | -20.6% | +17.8% | -1.2% |
| 6M | -8.1% | -28.9% | +20.8% | -7.7% |
| YTD | -55.0% | -48.2% | -6.8% | -54.4% |
| 1Y | -55.8% | -51.7% | -4.1% | -54.1% |
| All | -55.8% | -52.3% | -3.4% | -54.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling