-65.3%
CSGP vs BN
-6.5%
-58.8%
-69.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.3% | -2.2% | -2.3% |
| 7D | -4.1% | -2.5% | -1.6% | -3.1% |
| 30D | +2.3% | -9.5% | +11.8% | +6.6% |
| 3M | -8.2% | -10.4% | +2.2% | -4.2% |
| 6M | -35.1% | -6.4% | -28.7% | -33.9% |
| YTD | -54.0% | -11.9% | -42.2% | -51.2% |
| 1Y | -65.3% | -8.6% | -56.7% | -63.5% |
| All | -65.3% | -6.5% | -58.8% | -63.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 BN 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