-54.6%
CSGP vs APTV
-52.5%
-2.1%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -3.5% | -1.2% | -4.3% |
| 7D | +1.3% | -10.2% | +11.5% | +2.2% |
| 30D | +10.7% | -10.8% | +21.5% | +11.8% |
| 3M | +3.3% | -14.8% | +18.1% | +4.6% |
| 6M | -10.3% | -30.6% | +20.2% | -9.8% |
| YTD | -54.6% | -48.2% | -6.4% | -53.9% |
| 1Y | -54.6% | -52.0% | -2.7% | -52.6% |
| All | -54.6% | -52.5% | -2.1% | -52.6% |
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