+62.6%
CSGP vs BEN
+60.1%
+2.6%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.2% | -0.2% |
| 7D | -7.1% | +7.2% | -14.3% | -9.5% |
| 30D | +3.6% | +14.1% | -10.5% | -1.4% |
| 3M | -2.7% | +9.9% | -12.7% | -6.3% |
| 6M | -8.0% | +17.4% | -25.4% | -13.9% |
| YTD | -55.0% | +57.3% | -112.3% | -62.3% |
| 1Y | -55.8% | +66.9% | -122.7% | -63.7% |
| 3Y | -62.0% | +85.7% | -147.7% | -70.7% |
| 5Y | -62.9% | +31.2% | -94.1% | -68.4% |
| 10Y | +62.6% | +61.0% | +1.6% | +14.6% |
| All | +62.6% | +60.1% | +2.6% | +14.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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