-63.7%
CSGP vs BBY
-2.1%
-61.6%
-72.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.7% | +1.1% | 0.0% |
| 7D | -6.1% | +4.0% | -10.1% | -7.3% |
| 30D | +0.3% | +17.6% | -17.2% | -4.6% |
| 3M | -1.3% | +25.9% | -27.2% | -8.2% |
| 6M | -8.9% | +85.1% | -94.0% | -25.3% |
| YTD | -55.2% | +60.6% | -115.8% | -61.7% |
| 1Y | -56.4% | +40.2% | -96.5% | -61.2% |
| 3Y | -62.2% | +86.6% | -148.8% | -71.3% |
| 5Y | -63.7% | -3.7% | -60.0% | -68.7% |
| All | -63.7% | -2.1% | -61.6% | -68.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BBY.
Daily Out/Under-Performance
Portfolio return minus BBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBY 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 5y: compounded portfolio wealth divided by compounded BBY 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…
5y analysis · Full analysis span regression · 6 months rolling