+3,388.4%
CSGP vs BEN
+286.7%
+3,101.7%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -4.9% | +3.3% | +0.3% |
| 7D | +13.9% | -0.4% | +14.3% | +14.0% |
| 30D | +16.0% | -0.7% | +16.7% | +16.1% |
| 3M | +6.1% | -6.8% | +12.9% | +8.7% |
| 6M | -8.2% | +7.9% | -16.1% | -11.7% |
| YTD | -52.3% | +39.6% | -91.9% | -58.7% |
| 1Y | -54.5% | +48.5% | -103.0% | -61.6% |
| 3Y | -58.6% | +55.7% | -114.3% | -66.5% |
| 5Y | -61.5% | +15.1% | -76.6% | -65.4% |
| 10Y | +74.7% | +57.4% | +17.3% | +25.9% |
| All | +3,388.4% | +286.7% | +3,101.7% | +1,585.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling