-54.6%
CSGP vs BN
-9.2%
-45.4%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -0.9% | -3.8% | -4.3% |
| 7D | +1.3% | +5.3% | -4.1% | -0.9% |
| 30D | +10.7% | +11.9% | -1.2% | +5.6% |
| 3M | +3.3% | -5.7% | +9.0% | +5.2% |
| 6M | -10.3% | -10.6% | +0.3% | -7.4% |
| YTD | -54.6% | -9.4% | -45.2% | -52.0% |
| 1Y | -54.6% | -8.8% | -45.9% | -52.2% |
| All | -54.6% | -9.2% | -45.4% | -52.2% |
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